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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 320,719 | 37,219.0 | +3.23% | 13.580 | +0.43% | 0.140 | +0.46% | -1.56% | 38,301.5 | ||
IVV | iShares Core S&P 500 ETF | 60,175 | 23,939.0 | +2.13% | 8.740 | +0.18% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 159,961 | 18,208.0 | +10.42% | 6.650 | +0.63% | 0.020 | +1.23% | +3.24% | 127,979.5 | ||
IWB | iShares Russell 1000 ETF | 69,573 | 15,572.0 | -1.10% | 5.680 | -0.07% | 0.060 | +19.79% | +7.71% | 41,628.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 104,260 | 9,699.0 | +7.05% | 3.540 | +0.23% | 0.020 | +3.07% | +4.86% | 53,338.9 | ||
MSFT | Microsoft Corp | 40,132 | 9,461.0 | +10.37% | 3.450 | +0.32% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 52,900 | 8,183.0 | +4.63% | 2.990 | +0.13% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
IJR | iShares Core S&P Small-Cap ETF | 54,783 | 5,945.0 | +7.22% | 2.170 | +0.15% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
NCNO | Ncino Inc | 56,469 | 3,767.0 | New Holding | 1.370 | +1.37% | 0.060 | +27.81% | -8.84% | 3,549.0 | Software | |
META | Meta Platforms Inc | 12,642 | 3,723.0 | +3.79% | 1.360 | +0.05% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media |
WealthStone, Inc.'s Historical Top Holdings Breakdowns
WealthStone, Inc. Total Holding History ($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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