W
WealthStone Portfolio holdings
AUM
$287M
This Quarter Return
+25.51%
1 Year Return
+57.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+111%)
Cap. Flow
+$93.4M
Cap. Flow
% of AUM
44.55%
Top 10 Holdings %
Top 10 Hldgs %
60.19%
Holding
179
New
149
Increased
15
Reduced
6
Closed
3
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$31.1M |
| 2 |
American Axle
AXL
|
$21.2M |
| 3 |
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
|
$7.16M |
| 4 |
Apple
AAPL
|
$2.62M |
| 5 |
Microsoft
MSFT
|
$2.59M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$29.5M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$7.96M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$4.83M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$1.19M |
| 5 |
Wendy's
WEN
|
$293K |
Sector Composition
| 1 | Consumer Discretionary | 14.74% |
| 2 | Technology | 7.75% |
| 3 | Financials | 3.84% |
| 4 | Healthcare | 3.83% |
| 5 | Communication Services | 3.79% |
