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
126
$249K 0.12%
+5,921
127
$246K 0.12%
+540
128
$245K 0.12%
+3,011
129
$233K 0.11%
+6,712
130
$231K 0.11%
+734
131
$230K 0.11%
+6,000
132
$228K 0.11%
+1,310
133
$225K 0.11%
+414
134
$224K 0.11%
+1,341
135
$224K 0.11%
+1,998
136
$224K 0.11%
+3,450
137
$222K 0.11%
+1,803
138
$222K 0.11%
+17,189
139
$221K 0.11%
+2,771
140
$221K 0.11%
+11,154
141
$219K 0.1%
+8,583
142
$218K 0.1%
+7,000
143
$215K 0.1%
+2,466
144
$215K 0.1%
+1,309
145
$212K 0.1%
+3,437
146
$211K 0.1%
+6,018
147
$210K 0.1%
+9,212
148
$210K 0.1%
+2,067
149
$209K 0.1%
+8,785
150
$208K 0.1%
+10,350
3 4 5
6
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