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
151
$87K 0.04%
1,645
152
$86.4K 0.04%
+1,549
153
– –
0
154
$83.7K 0.04%
+1,962
155
– –
0
156
$81K 0.04%
+1,962
157
$80.9K 0.04%
+1,846
158
$79.9K 0.04%
+5,779
159
$78.7K 0.04%
+1,027
160
$77.7K 0.03%
4,380
161
$74.9K 0.03%
+962
162
$72.4K 0.03%
+199
163
$70.6K 0.03%
+1,146
164
– –
0
165
$68K 0.03%
+2,085
166
$66.8K 0.03%
+2,715
167
$64.8K 0.03%
+3,360
168
$63.3K 0.03%
+1,090
169
$62.7K 0.03%
+612
170
$62.6K 0.03%
+1,000
171
$61.9K 0.03%
+1,208
172
$59.9K 0.03%
+1,143
173
$59.9K 0.03%
325
-41
174
$58.2K 0.03%
+4,295
175
$53.2K 0.02%
+1,900
5 6
7
8 9