W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.09%
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
+$4.75M
2
+$3.9M
3
+$3.27M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.63M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M

Top Sells

1
+$21.2M
2
+$2.34M
3
+$1.99M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.91M
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
151
$217K 0.1%
1,570
-518
152
$213K 0.1%
1,973
-2,174
153
$213K 0.1%
+540
154
$212K 0.1%
+1,991
155
$210K 0.1%
+547
156
$208K 0.09%
+6,709
157
$208K 0.09%
+739
158
$207K 0.09%
+1,274
159
$203K 0.09%
+21,140
160
$200K 0.09%
+2,473
161
$188K 0.09%
+30,973
162
$186K 0.08%
+13,473
163
$183K 0.08%
+11,721
164
$177K 0.08%
+45,395
165
$172K 0.08%
35,904
+6,560
166
$166K 0.08%
12,607
+107
167
$163K 0.07%
+16,539
168
$162K 0.07%
13,483
+3,436
169
$153K 0.07%
+17,389
170
$149K 0.07%
20,196
+6,449
171
$148K 0.07%
+28,530
172
$147K 0.07%
37,633
+8,784
173
$146K 0.07%
36,417
+10,702
174
$142K 0.06%
+60,319
175
$135K 0.06%
+20,669
5 6
7
8 9