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
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$3.91M
3 +$3.26M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.6M
5
AON icon
Aon
AON
+$2.14M

Top Sells

1 +$21.2M
2 +$2.37M
3 +$2.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
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
176
$134K 0.06%
+16,724
177
$130K 0.06%
+10,361
178
$128K 0.06%
+65,260
179
$124K 0.06%
+24,454
180
$122K 0.06%
47,693
+16,916
181
$120K 0.05%
29,438
+13,131
182
$119K 0.05%
50,452
+19,130
183
$106K 0.05%
+12,130
184
$104K 0.05%
+11,744
185
$101K 0.05%
+11,152
186
$99K 0.05%
+13,045
187
$69K 0.03%
+23,808
188
$66K 0.03%
+20,904
189
$65K 0.03%
22,248
+5,598
190
$60K 0.03%
+13,082
191
$58K 0.03%
+18,163
192
$52K 0.02%
+11,372
193
$51K 0.02%
+13,444
194
$41K 0.02%
+11,982
195
$38K 0.02%
+10,779
196
$38K 0.02%
+11,140
197
$34K 0.02%
+20,562
198
$32K 0.01%
17,831
+4,794
199
$29K 0.01%
+29,943
200
-1,442