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
151
$207K 0.1%
+1,691
152
$206K 0.1%
+4,913
153
$206K 0.1%
+5,334
154
$205K 0.1%
+1,442
155
$205K 0.1%
+10,637
156
$203K 0.1%
+1,618
157
$203K 0.1%
+552
158
$128K 0.06%
+22,778
159
$128K 0.06%
12,500
160
$127K 0.06%
+28,849
161
$126K 0.06%
+10,047
162
$101K 0.05%
+25,715
163
$83.3K 0.04%
+10,000
164
$77.5K 0.04%
+29,344
165
$77.1K 0.04%
+13,747
166
$76K 0.04%
+30,777
167
$74K 0.04%
+16,307
168
$51.8K 0.02%
+31,322
169
$39.1K 0.02%
+16,650
170
$30.1K 0.01%
+13,037
171
– –
-1,067
172
– –
-5,360
173
– –
-19,665
3 4 5 6
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