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
126
$253K 0.12%
+5,461
127
$244K 0.11%
1,659
-687
128
$244K 0.11%
+2,639
129
$244K 0.11%
1,295
-357
130
$243K 0.11%
5,169
-6,072
131
$241K 0.11%
141
-59
132
$239K 0.11%
+3,522
133
$237K 0.11%
3,803
-2,441
134
$236K 0.11%
+2,488
135
$235K 0.11%
+780
136
$234K 0.11%
+1,500
137
$232K 0.11%
+4,936
138
$231K 0.11%
+6,318
139
$230K 0.11%
+3,073
140
$229K 0.1%
6,020
-6,943
141
$228K 0.1%
+4,159
142
$228K 0.1%
1,528
-790
143
$228K 0.1%
6,656
-6,558
144
$227K 0.1%
+847
145
$225K 0.1%
+22,309
146
$221K 0.1%
+533
147
$221K 0.1%
+672
148
$221K 0.1%
1,035
-1,654
149
$218K 0.1%
6,439
-2,862
150
$218K 0.1%
+917
4 5
6
7 8