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
$188M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$20.4M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.4M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.04M
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
726
– –
-34
727
– –
-41
728
– –
-400
729
– –
-14
730
– –
-16
731
– –
-14
732
– –
-58
733
– –
-5,083
734
– –
-180
735
– –
-40
736
– –
-53
737
– –
-15,787
738
– –
-125
739
– –
-46
740
– –
-15
741
– –
-4
742
– –
-17
743
– –
-132
744
– –
-814
745
– –
-7,670
746
– –
-97
747
– –
-23
748
– –
-10
749
– –
-25
750
– –
-10,315
27 28 29
30
31