GPWA
Gaddis Premier Wealth Advisors Portfolio holdings
AUM
$132M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$132M
AUM Growth
–
Holding
82
Top Buys
| 1 | +$14.5M | |
| 2 | +$11.7M | |
| 3 | +$11.1M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$8.66M |
| 5 |
Fidelity Fundamental Small-Mid Cap ETF
FFSM
|
+$6.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Energy | 2.73% |
| 3 | Communication Services | 1.9% |
| 4 | Healthcare | 1.84% |
| 5 | Industrials | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Axon Enterprise
AXON
$41.3B
| $229K | 0.17% |
+403
|
|
||
77
Invesco Dorsey Wright Momentum ETF
PDP
$1.42B
| $228K | 0.17% |
+1,955
|
|
||
78
Stride
LRN
$3.59B
| $207K | 0.16% |
+3,195
|
|
||
79
First Trust Value Line Dividend Fund
FVD
$8.69B
| $203K | 0.15% |
+4,404
|
|
||
80
Simmons First National
SFNC
$3.02B
| $201K | 0.15% |
+10,645
|
|
||
81
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
| $199K | 0.15% |
+10,277
|
|
||
|
PRMB
82
Primo Brands
PRMB
$7.18B
| $184K | 0.14% |
+11,276
|
|