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
1
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2
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3
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4
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5
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6
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7
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8
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10
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12
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13
$2.67M 1.2%
+19,958
14
– –
0
15
$2.27M 1.02%
+10,631
16
$2.08M 0.93%
+11,956
17
$2M 0.9%
+7,556
18
$1.97M 0.88%
+36,504
19
$1.96M 0.88%
+20,720
20
$1.96M 0.88%
+14,038
21
– –
0
22
$1.92M 0.86%
+38,816
23
$1.89M 0.85%
+37,127
24
$1.88M 0.84%
+6,847
25
– –
0
1
2 3 4 5