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
-0.65%
-0.57%
38,518.5
 
IVV
iShares Core S&P 500 ETF
60,175
23,939.0
+2.13%
8.740
+0.18%
0.010
+16.68%
+7.37%
623,772.3
 
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
+0.07%
+3.61%
128,257.8
 
IWB
iShares Russell 1000 ETF
69,573
15,572.0
-1.10%
5.680
-0.07%
0.060
+16.84%
+7.25%
42,054.9
 
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
+1.71%
+5.10%
52,150.7
 
MSFT
Microsoft Corp
40,132
9,461.0
+10.37%
3.450
+0.32%
0.000
+33.94%
+18.80%
3,707,650.2
Software
AMZN
Amazon.com Inc
52,900
8,183.0
+4.63%
2.990
+0.13%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
IJR
iShares Core S&P Small-Cap ETF
54,783
5,945.0
+7.22%
2.170
+0.15%
0.010
+14.76%
-1.20%
81,565.8
 
NCNO
Ncino Inc
56,469
3,767.0
New Holding
1.370
+1.37%
0.060
+32.20%
-14.53%
3,327.5
Software
META
Meta Platforms Inc
12,642
3,723.0
+3.79%
1.360
+0.05%
0.000
+35.35%
+23.00%
1,807,826.4
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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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