WI

WealthStone, Inc.

13F
WealthStone, Inc.
Last update 2021-05-13 270 Stocks (43 new)
Value $274.00 Mil Turnover 12 %
Countries:
WealthStone, Inc. Top Holdings of 2021-03-31 View Full List
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
+0.46%
-1.56%
38,301.5
 
IVV
iShares Core S&P 500 ETF
60,175
23,939.0
+2.13%
8.740
+0.18%
0.010
+19.67%
+7.80%
634,518.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
159,961
18,208.0
+10.42%
6.650
+0.63%
0.020
+1.23%
+3.24%
127,979.5
 
IWB
iShares Russell 1000 ETF
69,573
15,572.0
-1.10%
5.680
-0.07%
0.060
+19.79%
+7.71%
41,628.5
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
104,260
9,699.0
+7.05%
3.540
+0.23%
0.020
+3.07%
+4.86%
53,338.9
 
MSFT
Microsoft Corp
40,132
9,461.0
+10.37%
3.450
+0.32%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
52,900
8,183.0
+4.63%
2.990
+0.13%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
IJR
iShares Core S&P Small-Cap ETF
54,783
5,945.0
+7.22%
2.170
+0.15%
0.010
+16.59%
-2.25%
81,337.5
 
NCNO
Ncino Inc
56,469
3,767.0
New Holding
1.370
+1.37%
0.060
+27.81%
-8.84%
3,549.0
Software
META
Meta Platforms Inc
12,642
3,723.0
+3.79%
1.360
+0.05%
0.000
+40.55%
+20.48%
1,770,790.4
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WealthStone, Inc.'s Historical Top Holdings Breakdowns

WealthStone, Inc. Total Holding History ($B)

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WealthStone, Inc.'s Asset Allocation

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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

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