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
$210M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$21.2M
3
+$7.16M
4
AAPL icon
Apple
AAPL
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$2.59M

Top Sells

1
+$29.5M
2
+$7.96M
3
+$4.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M
5
WEN icon
Wendy's
WEN
+$293K

Sector Composition

1 Consumer Discretionary 14.74%
2 Technology 7.75%
3 Financials 3.84%
4 Healthcare 3.83%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 14.85%
+269,781
2
$21.2M 10.13%
+2,793,563
3
$19.7M 9.39%
63,599
+700
4
$13.9M 6.65%
117,964
+17,270
5
$13.8M 6.58%
80,313
-6,917
6
$7.39M 3.53%
77,724
+22,759
7
$7.16M 3.41%
+129,900
8
$4.29M 2.04%
62,766
-432,173
9
$3.8M 1.81%
41,692
+28,744
10
$3.78M 1.8%
27,400
+16,980
11
$3.43M 1.64%
16,858
+12,735
12
$2.87M 1.37%
12,618
+11,217
13
$2.5M 1.19%
31,733
+904
14
$2.41M 1.15%
44,532
15
$1.56M 0.74%
52,048
16
$1.46M 0.7%
7,580
+6,059
17
$1.43M 0.68%
+10,187
18
$1.42M 0.68%
+52,000
19
$1.33M 0.63%
31,030
+22,005
20
$1.31M 0.62%
+4,426
21
$1.12M 0.54%
15,232
-65,571
22
$1.05M 0.5%
+17,370
23
$1.03M 0.49%
13,097
-80
24
$1.03M 0.49%
+18,652
25
$991K 0.47%
+35,000
1
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