WEALTHSTONE, INC.

HTTP://WWW.WEALTHSTONEARMADA.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Wealthstone is based out of Columbus. Wealthstone is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $880,552,162 (Form ADV from 2019-06-01). Their last reported 13F filing for Q2 2020 included $209,685,575 in managed 13F securities and a top 10 holdings concentration of 60.19%. Wealthstone's largest holding is iShares National Muni Bond ETF with shares held of 269,781. Whalewisdom has at least 6 13F filings

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06/30/2020

13F Activity

  • Market Value $209.686 Million
  • Prior Market Value $99.458 Million
  • New Purchases149 stocks
  • Additional Purchases15 stocks
  • Sold out of3 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 60.19 %
  • Turnover % [1]:86.36%
  • Turnover Alt % [2]: 65.56 %
  • Time Held Top20:1.45 quarters
  • Time Held Top10:1.40 quarters
  • Time Held All:0.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WEALTHSTONE ADVISORS
5000 HORIZONS DR
COLUMBUS OH    43220
Country: United States

Business Phone: 614-267-2600
Fax: 614-267-2700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 323,092,000
Total Number of Clients: 304
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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