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
$287M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.45M
3 +$1.72M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.17M
5
TFC icon
Truist Financial
TFC
+$1.01M

Top Sells

1 +$11.6M
2 +$9.88M
3 +$7.78M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$874K
5
ABT icon
Abbott
ABT
+$754K

Sector Composition

1 Technology 10.82%
2 Consumer Discretionary 7.71%
3 Financials 7.69%
4 Healthcare 6.6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IXUS icon
176
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$280K 0.1%
+3,990
DE icon
177
Deere & Co
DE
$125B
$278K 0.1%
+745
CVS icon
178
CVS Health
CVS
$105B
$275K 0.1%
3,656
+271
VEA icon
179
Vanguard FTSE Developed Markets ETF
VEA
$180B
$274K 0.1%
5,586
CME icon
180
CME Group
CME
$96.4B
$273K 0.1%
1,340
+128
KR icon
181
Kroger
KR
$45.8B
$270K 0.09%
+7,518
REAL icon
182
The RealReal
REAL
$1.35B
$268K 0.09%
+11,846
SCHG icon
183
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$268K 0.09%
16,552
-8,000
SKM icon
184
SK Telecom
SKM
$8.25B
$267K 0.09%
+5,963
LPL icon
185
LG Display
LPL
$5.28B
$264K 0.09%
26,467
+4,959
CNI icon
186
Canadian National Railway
CNI
$59.5B
$263K 0.09%
2,272
+326
ATVI
187
DELISTED
Activision Blizzard
ATVI
$263K 0.09%
2,838
+140
NVO icon
188
Novo Nordisk
NVO
$248B
$259K 0.09%
7,692
+1,620
ITM icon
189
VanEck Intermediate Muni ETF
ITM
$2B
$258K 0.09%
5,040
+1,100
TFI icon
190
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.31B
$258K 0.09%
+5,000
IDXX icon
191
Idexx Laboratories
IDXX
$51.5B
$257K 0.09%
526
+45
SNY icon
192
Sanofi
SNY
$121B
$257K 0.09%
5,202
-328
RTX icon
193
RTX Corp
RTX
$215B
$256K 0.09%
+3,315
DEO icon
194
Diageo
DEO
$54.5B
$255K 0.09%
1,553
+170
TRV icon
195
Travelers Companies
TRV
$59.2B
$255K 0.09%
1,701
+97
DRH icon
196
DiamondRock Hospitality
DRH
$1.6B
$253K 0.09%
24,597
+215
HCA icon
197
HCA Healthcare
HCA
$101B
$252K 0.09%
1,343
+76
PANW icon
198
Palo Alto Networks
PANW
$143B
$251K 0.09%
4,686
+114
PGR icon
199
Progressive
PGR
$129B
$251K 0.09%
2,635
+28
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$107B
$250K 0.09%
1,167
+142