W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.08%
This Quarter Est. Return
1 Year Est. Return
+57.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.27M
3
+$2.08M
4
MA icon
Mastercard
MA
+$2M
5
MDLZ icon
Mondelez International
MDLZ
+$1.97M

Top Sells

1
+$210K
2
+$87K
3
+$10K
4
AMGN icon
Amgen
AMGN
+$7.55K
5
ORBC
ORBCOMM, Inc.
ORBC
+$7K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.5%
3 Consumer Staples 5.34%
4 Technology 5.28%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.38%
+4,360
52
$825K 0.37%
+2,808
53
$823K 0.37%
+9,578
54
$822K 0.37%
+17,411
55
$817K 0.37%
+21,181
56
$812K 0.36%
+8,895
57
$795K 0.36%
+3,260
58
$795K 0.36%
+7,670
59
$788K 0.35%
+34,660
60
$788K 0.35%
+4,033
61
$785K 0.35%
18,566
+12
62
$784K 0.35%
+3,441
63
$736K 0.33%
+157,627
64
$704K 0.32%
+640
65
$687K 0.31%
+8,164
66
$679K 0.3%
15,787
+15,535
67
$672K 0.3%
+4,360
68
$655K 0.29%
+13,510
69
$630K 0.28%
+10,315
70
$610K 0.27%
+14,183
71
– –
0
72
$595K 0.27%
+5,319
73
$594K 0.27%
+9,715
74
$586K 0.26%
+7,318
75
– –
0
1 2
3
4 5