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
101
$341K 0.16%
+6,244
102
$328K 0.16%
+1,652
103
$324K 0.15%
+1,659
104
$318K 0.15%
+200
105
$318K 0.15%
6,813
106
$317K 0.15%
+12,252
107
$315K 0.15%
+9,301
108
$315K 0.15%
+2,346
109
$312K 0.15%
+2,458
110
$312K 0.15%
+2,088
111
$307K 0.15%
+5,371
112
$303K 0.14%
+2,096
113
$301K 0.14%
+11,751
114
$298K 0.14%
+4,979
115
$293K 0.14%
+6,060
116
$289K 0.14%
+5,000
117
$289K 0.14%
+2,743
118
$288K 0.14%
+3,810
119
$287K 0.14%
+3,990
120
$286K 0.14%
+2,674
121
$272K 0.13%
+2,148
122
$271K 0.13%
+1,362
123
$270K 0.13%
+1,063
124
$264K 0.13%
+1,438
125
$251K 0.12%
+4,184
3 4
5
6 7