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
201
$27.1K 0.01%
+204
202
$25K 0.01%
+333
203
$24.8K 0.01%
+246
204
$24.2K 0.01%
+330
205
$22.7K 0.01%
+267
206
$22.2K 0.01%
+240
207
$21.5K 0.01%
+50
208
$21.2K 0.01%
+445
209
$20.9K 0.01%
+508
210
$20.5K 0.01%
+810
211
$20.4K 0.01%
+522
212
$19.9K 0.01%
+131
213
$19.5K 0.01%
+1,904
214
$19.3K 0.01%
+391
215
$18.7K 0.01%
+114
216
$18.5K 0.01%
+206
217
– –
0
218
– –
0
219
$16.5K 0.01%
+27
220
$16.2K 0.01%
+94
221
$15.8K 0.01%
+128
222
– –
0
223
$15.5K 0.01%
+150
224
$15.5K 0.01%
+43
225
$14.9K 0.01%
+107
7 8
9
10 11