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
1
$32.7M 14.91%
281,734
+11,953
2
$19.4M 8.84%
57,614
-5,985
3
$16M 7.3%
135,447
+17,483
4
$12.7M 5.78%
67,663
-12,650
5
$9.87M 4.51%
85,231
+43,539
6
$9.76M 4.46%
176,983
+47,083
7
$8.43M 3.85%
87,984
+10,260
8
$7.58M 3.46%
48,120
+20,720
9
$7.45M 3.4%
35,427
+18,569
10
$3.72M 1.7%
52,937
-9,829
11
$3.13M 1.43%
11,942
-676
12
$2.42M 1.11%
44,532
13
$2.2M 1.01%
30,080
+16,340
14
$2.14M 0.98%
+10,373
15
$2.1M 0.96%
14,134
+3,947
16
$1.93M 0.88%
13,888
+9,109
17
$1.67M 0.76%
123,360
+58,960
18
$1.66M 0.76%
296,809
+274,031
19
$1.6M 0.73%
52,048
20
$1.6M 0.73%
21,720
+8,600
21
$1.58M 0.72%
7,896
+316
22
$1.5M 0.68%
4,808
+382
23
$1.41M 0.65%
9,885
+5,895
24
$1.39M 0.64%
31,162
+132
25
$1.39M 0.63%
29,970
+5,283
1
2 3 4 5