WI
| |
WealthStone, Inc.13F | |
| WealthStone, Inc. | |
| Last update 2021-05-13 | 270 Stocks (43 new) |
| Value $274.00 Mil | Turnover 12 % |
WealthStone, Inc. Top Holdings of 2021-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 320,719 | 37,219.0 | +3.23% | 13.580 | +0.43% | 0.140 | -2.36% | -2.21% | 38,403.0 | ||
IVV | iShares Core S&P 500 ETF | 60,175 | 23,939.0 | +2.13% | 8.740 | +0.18% | 0.010 | -6.04% | -3.63% | 567,843.6 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 159,961 | 18,208.0 | +10.42% | 6.650 | +0.63% | 0.020 | +0.21% | +0.78% | 122,680.2 | ||
IWB | iShares Russell 1000 ETF | 69,573 | 15,572.0 | -1.10% | 5.680 | -0.07% | 0.060 | -6.35% | -3.62% | 38,938.2 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 104,260 | 9,699.0 | +7.05% | 3.540 | +0.23% | 0.020 | +0.30% | +0.76% | 49,958.1 | ||
MSFT | Microsoft Corp | 40,132 | 9,461.0 | +10.37% | 3.450 | +0.32% | 0.000 | +7.15% | +4.16% | 3,256,717.7 | Software | |
AMZN | Amazon.com Inc | 52,900 | 8,183.0 | +4.63% | 2.990 | +0.13% | 0.000 | -16.18% | -12.45% | 2,039,189.0 | Retail - Cyclical | |
IJR | iShares Core S&P Small-Cap ETF | 54,783 | 5,945.0 | +7.22% | 2.170 | +0.15% | 0.010 | -11.52% | -10.04% | 76,406.6 | ||
NCNO | Ncino Inc | 56,469 | 3,767.0 | New Holding | 1.370 | +1.37% | 0.060 | -26.73% | -29.21% | 2,768.0 | Software | |
META | Meta Platforms Inc | 12,642 | 3,723.0 | +3.79% | 1.360 | +0.05% | 0.000 | -16.23% | +2.23% | 1,503,592.8 | Interactive Media |
WealthStone, Inc.'s Historical Top Holdings Breakdowns
WealthStone, Inc. Total Holding History ($B)
WealthStone, Inc.'s Asset Allocation
WealthStone, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WealthStone, Inc.'s Hypothetical Growth since 2021-03-31
WealthStone, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WealthStone, Inc.'s Holdings Heat Map
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WealthStone, Inc.'s Holdings Bubble Chart
WealthStone, Inc. News
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