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
$223M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.27M
3
+$2.08M
4
MA icon
Mastercard
MA
+$2M
5
MDLZ icon
Mondelez International
MDLZ
+$1.97M

Top Sells

1
+$210K
2
+$87K
3
+$10K
4
AMGN icon
Amgen
AMGN
+$7.55K
5
ORBC
ORBCOMM, Inc.
ORBC
+$7K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.5%
3 Consumer Staples 5.34%
4 Technology 5.28%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$120K 0.05%
+577
127
$120K 0.05%
+814
128
$119K 0.05%
+1,089
129
$119K 0.05%
+1,306
130
$117K 0.05%
+2,061
131
$113K 0.05%
297
132
$112K 0.05%
+397
133
$112K 0.05%
+2,333
134
– –
0
135
$107K 0.05%
+522
136
$106K 0.05%
+539
137
$104K 0.05%
+2,520
138
$98.9K 0.04%
+1,556
139
$98.7K 0.04%
+719
140
$98.3K 0.04%
+400
141
$97.8K 0.04%
+772
142
$97.5K 0.04%
+1,250
143
$97K 0.04%
+1,710
144
$95.9K 0.04%
+1,151
145
$94.3K 0.04%
+461
146
$93.3K 0.04%
+643
147
– –
-2,075
148
$89K 0.04%
+1,200
149
$87.5K 0.04%
2,528
150
$87.2K 0.04%
+1,124
4 5
6
7 8