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
$2.78M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$506K
3
+$210K
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$130K
5
NKE icon
Nike
NKE
+$127K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 26.97%
2 Financials 21.32%
3 Consumer Discretionary 15.46%
4 Healthcare 3.6%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$742K 26.68%
+18,554
2
$506K 18.19%
+14,056
3
$210K 7.55%
+1,309
4
$130K 4.67%
+297
5
$127K 4.57%
+1,503
6
$119K 4.28%
+628
7
$93K 3.34%
+2,528
8
$88K 3.16%
+1,645
9
$87K 3.13%
+2,075
10
$70K 2.52%
+366
11
$69K 2.48%
+4,380
12
$39K 1.4%
+1,500
13
$20K 0.72%
+1,000
14
$12K 0.43%
+133
15
$10K 0.36%
+252
16
$10K 0.36%
+198
17
$7K 0.25%
+785
18
$7K 0.25%
+1,000
19
$6K 0.22%
+31
20
$6K 0.22%
+51
21
$6K 0.22%
+125
22
$4K 0.14%
+67
23
$4K 0.14%
+40
24
$4K 0.14%
+33
25
$4K 0.14%
+65
1
2 3