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
101
$301K 0.14%
11,458
-3,815
102
$301K 0.14%
6,008
-1,999
103
$300K 0.14%
5,932
-1,978
104
$300K 0.14%
1,525
-1,260
105
$300K 0.14%
11,698
-3,903
106
$299K 0.14%
11,854
-3,963
107
$299K 0.14%
11,937
-3,987
108
$294K 0.13%
+4,835
109
$294K 0.13%
+15,010
110
$294K 0.13%
+1,082
111
$284K 0.13%
7,833
-3,344
112
$276K 0.13%
1,380
+18
113
$275K 0.13%
+2,178
114
$275K 0.13%
5,483
-3,092
115
$274K 0.13%
+7,174
116
$273K 0.12%
+438
117
$272K 0.12%
+1,875
118
$264K 0.12%
1,205
-1,336
119
$263K 0.12%
+3,008
120
$261K 0.12%
2,607
-3,692
121
$260K 0.12%
461
+47
122
$260K 0.12%
+1,533
123
$259K 0.12%
+1,142
124
$255K 0.12%
2,932
+466
125
$254K 0.12%
+2,466
3 4
5
6 7