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
751
$52 ﹤0.01%
+1
752
$50 ﹤0.01%
+1
753
$27 ﹤0.01%
+555
754
– –
0
755
– –
-4
756
– –
-100
757
– –
-100
758
$0 ﹤0.01%
+78
759
– –
-1,000
760
$0 ﹤0.01%
+20
761
$0 ﹤0.01%
+70
762
$0 ﹤0.01%
+5,828
763
– –
-56
27 28 29 30
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