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
$223M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.2M
3
+$1.96M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
AMZN icon
Amazon
AMZN
+$1.93M

Top Sells

1
+$214K
2
+$88.9K
3
+$10.5K
4
AMGN icon
Amgen
AMGN
+$7.34K
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
$358 ﹤0.01%
+8
727
$354 ﹤0.01%
+4
728
$348 ﹤0.01%
+5
729
$342 ﹤0.01%
+7
730
$336 ﹤0.01%
+39
731
$334 ﹤0.01%
+4
732
$332 ﹤0.01%
+70
733
$330 ﹤0.01%
+16
734
$319 ﹤0.01%
+44
735
$318 ﹤0.01%
+13
736
$310 ﹤0.01%
+11
737
$305 ﹤0.01%
+55
738
$304 ﹤0.01%
+41
739
$301 ﹤0.01%
+49
740
$297 ﹤0.01%
+12
741
$297 ﹤0.01%
+3
742
$282 ﹤0.01%
+54
743
$277 ﹤0.01%
+6
744
$274 ﹤0.01%
+7
745
$273 ﹤0.01%
+2
746
$264 ﹤0.01%
+12
747
$245 ﹤0.01%
+16
748
$154 ﹤0.01%
+10
749
$152 ﹤0.01%
+6
750
$146 ﹤0.01%
+6
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