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
751
$154 ﹤0.01%
+10
752
$152 ﹤0.01%
+6
753
$146 ﹤0.01%
+6
754
$52 ﹤0.01%
+1
755
$50 ﹤0.01%
+1
756
$27 ﹤0.01%
+555
757
– –
0
758
– –
-4
759
– –
-100
760
– –
-100
761
$0 ﹤0.01%
+78
762
$0 ﹤0.01%
+70
763
$0 ﹤0.01%
+5,828
764
– –
-56
765
– –
-1,000
766
$0 ﹤0.01%
+20
27 28 29 30
31