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
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.91M
3
+$3.26M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.6M
5
AON icon
Aon
AON
+$2.14M

Top Sells

1
+$21.2M
2
+$2.37M
3
+$2.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.42M

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.8%
3 Healthcare 6.72%
4 Financials 6.27%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.31%
8,427
-23,306
52
$662K 0.3%
6,881
-964
53
$658K 0.3%
9,144
+2,453
54
$644K 0.29%
+13,051
55
$622K 0.28%
+17,867
56
$603K 0.28%
2,371
+315
57
$583K 0.27%
3,421
-2,625
58
$577K 0.26%
4,903
+534
59
$564K 0.26%
3,413
+202
60
$558K 0.25%
1,150
-918
61
$539K 0.25%
5,187
+805
62
$533K 0.24%
13,540
+983
63
$516K 0.24%
3,112
-1,099
64
$502K 0.23%
+2,627
65
$502K 0.23%
+75,394
66
$501K 0.23%
3,258
-849
67
$484K 0.22%
+68,397
68
$474K 0.22%
+6,297
69
$456K 0.21%
18,909
+10,124
70
$454K 0.21%
11,324
+4,612
71
$437K 0.2%
+2,953
72
$437K 0.2%
+28,445
73
$430K 0.2%
2,578
-5,636
74
$422K 0.19%
2,555
+1,117
75
$419K 0.19%
+10,667
1 2
3
4 5