W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$20.1M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.02M
2
+$2M
3
+$1.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.96M
5
KO icon
Coca-Cola
KO
+$1.89M

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 1.22%
3 Financials 1.01%
4 Healthcare 0.83%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10
52
– –
-30
53
– –
-33
54
– –
-148
55
– –
-33
56
– –
-17
57
– –
-2,880
58
– –
-743
59
– –
-14
60
– –
-5
61
– –
-8
62
– –
-55
63
– –
-3
64
– –
-70
65
– –
-17
66
– –
-85
67
– –
-3
68
– –
-91
69
– –
-15
70
– –
-186
71
– –
-500
72
– –
-95
73
– –
-13,461
74
– –
-82
75
– –
-57
1 2
3
4 5