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
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.91M
3
+$3.26M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.6M
5
AON icon
Aon
AON
+$2.14M

Top Sells

1
+$21.2M
2
+$2.37M
3
+$2.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.42M

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.8%
3 Healthcare 6.72%
4 Financials 6.27%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.19%
+1,718
77
$411K 0.19%
541
+12
78
$411K 0.19%
+18,776
79
$403K 0.18%
+1,704
80
$403K 0.18%
2,824
+366
81
$386K 0.18%
1,044
+492
82
$384K 0.18%
+4,686
83
$374K 0.17%
5,552
+400
84
$372K 0.17%
9,086
85
$370K 0.17%
2,247
+151
86
$365K 0.17%
+4,577
87
$362K 0.17%
2,731
+1,113
88
$352K 0.16%
+2,625
89
$350K 0.16%
+970
90
$349K 0.16%
7,188
+375
91
$346K 0.16%
+3,779
92
$339K 0.15%
2,152
-1,026
93
$336K 0.15%
+5,566
94
$326K 0.15%
+65,085
95
$326K 0.15%
+1,492
96
$322K 0.15%
14,943
+5,731
97
$321K 0.15%
+2,810
98
$311K 0.14%
3,622
-1,640
99
$307K 0.14%
+12,891
100
$303K 0.14%
+1,453
2 3
4
5 6