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
176
$49.5K 0.02%
+430
177
$49.4K 0.02%
+1,702
178
$47.7K 0.02%
+362
179
$47.7K 0.02%
+948
180
$47K 0.02%
+564
181
$46.7K 0.02%
+2,247
182
$45.8K 0.02%
+930
183
$45.4K 0.02%
+744
184
$45.1K 0.02%
+789
185
$44.5K 0.02%
+629
186
$44.2K 0.02%
+426
187
– –
0
188
$41.4K 0.02%
1,500
189
$40K 0.02%
+1,439
190
$38.4K 0.02%
+410
191
$38.1K 0.02%
+809
192
$33.5K 0.02%
+2,244
193
– –
0
194
$31.3K 0.01%
+419
195
$29.9K 0.01%
+645
196
– –
0
197
$28.6K 0.01%
+169
198
$28.3K 0.01%
+935
199
$27.5K 0.01%
+423
200
$27.4K 0.01%
1,000
6 7
8
9 10