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

Top Buys

1
+$32M
2
+$20.1M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.02M
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
76
– –
-397
77
– –
-63
78
– –
-962
79
– –
-20
80
– –
-115
81
– –
-204
82
– –
-27
83
– –
-210
84
– –
-26
85
– –
0
86
– –
-4
87
– –
-13,778
88
– –
-420
89
– –
0
90
– –
-8
91
– –
-317
92
– –
-930
93
– –
-1,500
94
– –
-2,500
95
– –
-1,090
96
– –
-389
97
– –
-54
98
– –
-331
99
– –
-26,925
100
– –
-4
2 3
4
5 6