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
$210M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$21.2M
3
+$7.16M
4
AAPL icon
Apple
AAPL
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$2.59M

Top Sells

1
+$29.5M
2
+$7.96M
3
+$4.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M
5
WEN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.2%
+8,500
77
$413K 0.2%
+9,226
78
$402K 0.19%
+4,382
79
$401K 0.19%
+15,817
80
$401K 0.19%
+15,601
81
$401K 0.19%
+15,273
82
$400K 0.19%
+15,924
83
$400K 0.19%
+8,007
84
$400K 0.19%
+7,910
85
$398K 0.19%
+4,369
86
$390K 0.19%
+10,584
87
$387K 0.18%
+5,262
88
$381K 0.18%
+3,178
89
$381K 0.18%
+1,256
90
$379K 0.18%
+5,500
91
$377K 0.18%
+11,177
92
$376K 0.18%
+6,628
93
$372K 0.18%
+529
94
$356K 0.17%
+2,318
95
$355K 0.17%
+6,507
96
$353K 0.17%
+3,330
97
$352K 0.17%
9,086
-571
98
$346K 0.17%
+18,191
99
$342K 0.16%
5,152
100
$342K 0.16%
+1,158
2 3
4
5 6