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
726
$380 ﹤0.01%
+5
727
$362 ﹤0.01%
+5
728
$358 ﹤0.01%
+19
729
$358 ﹤0.01%
+8
730
$354 ﹤0.01%
+4
731
$348 ﹤0.01%
+5
732
$342 ﹤0.01%
+7
733
$336 ﹤0.01%
+39
734
$334 ﹤0.01%
+4
735
$332 ﹤0.01%
+70
736
$330 ﹤0.01%
+16
737
$319 ﹤0.01%
+35
738
$318 ﹤0.01%
+13
739
$310 ﹤0.01%
+11
740
$305 ﹤0.01%
+55
741
$304 ﹤0.01%
+41
742
$301 ﹤0.01%
+49
743
$297 ﹤0.01%
+12
744
$297 ﹤0.01%
+3
745
$282 ﹤0.01%
+54
746
$277 ﹤0.01%
+6
747
$274 ﹤0.01%
+7
748
$273 ﹤0.01%
+2
749
$264 ﹤0.01%
+12
750
$245 ﹤0.01%
+16
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