W
WealthStone Portfolio holdings
AUM
$287M
1-Year Est. Return
57.08%
1 Year Est. Return
+57.08%
AUM
$282M
AUM Growth
+$62.8M
(+29%)
Holding
263
Top Buys
| 1 | +$9.88M | |
| 2 | +$7.78M | |
| 3 | +$3.39M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.67M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.11M |
Top Sells
| 1 | +$299K | |
| 2 | +$242K | |
| 3 | +$234K | |
| 4 |
AstraZeneca
AZN
|
+$228K |
| 5 |
TotalEnergies
TTE
|
+$228K |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Financials | 6.66% |
| 3 | Consumer Discretionary | 6.52% |
| 4 | Healthcare | 6.03% |
| 5 | Communication Services | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap ETF
VB
$67.9B
| $834K | 0.3% |
4,284
+1,026
|
|
||
52
NextEra Energy
NEE
$175B
| $820K | 0.29% |
10,624
+324
|
|
||
53
Verizon
VZ
$172B
| $797K | 0.28% |
13,562
+1,062
|
|
||
54
Alibaba
BABA
$402B
| $789K | 0.28% |
3,392
+103
|
|
||
55
Home Depot
HD
$387B
| $758K | 0.27% |
2,852
+125
|
|
||
56
Abbott
ABT
$225B
| $754K | 0.27% |
6,882
+252
|
|
||
57
Chevron
CVX
$311B
| $736K | 0.26% |
8,716
-428
|
|
||
58
Coca-Cola
KO
$295B
| $724K | 0.26% |
13,205
+154
|
|
||
59
Qualcomm
QCOM
$180B
| $724K | 0.26% |
4,755
-148
|
|
||
60
Merck
MRK
$216B
| $681K | 0.24% |
8,721
-1,793
|
|
||
61
Vanguard Total Stock Market ETF
VTI
$549B
| $666K | 0.24% |
3,421
|
|
||
62
Ford
F
$47.7B
| $665K | 0.24% |
75,670
+276
|
|
||
63
ING
ING
$70.1B
| $652K | 0.23% |
69,088
+691
|
|
||
64
Intel
INTC
$181B
| $652K | 0.23% |
13,095
-874
|
|
||
65
Pfizer
PFE
$140B
| $647K | 0.23% |
17,581
-286
|
|
||
66
ServiceNow
NOW
$190B
| $628K | 0.22% |
1,141
-9
|
|
||
67
Boeing
BA
$164B
| $621K | 0.22% |
2,902
+347
|
|
||
68
WPP
WPP
$5.01B
| $589K | 0.21% |
10,897
+230
|
|
||
69
Sony
SONY
$174B
| $572K | 0.2% |
28,305
-140
|
|
||
70
Bank of America
BAC
$381B
| $569K | 0.2% |
18,762
-147
|
|
||
71
Medtronic
MDT
$123B
| $569K | 0.2% |
4,860
-327
|
|
||
72
ASML
ASML
$405B
| $563K | 0.2% |
1,155
+111
|
|
||
73
Amgen
AMGN
$163B
| $553K | 0.2% |
2,407
+36
|
|
||
74
Monster Beverage
MNST
$68.1B
| $550K | 0.2% |
11,892
+568
|
|
||
75
Danaher
DHR
$149B
| $549K | 0.19% |
2,786
+159
|
|