GWAG
Garrett Wealth Advisory Group Portfolio holdings
AUM
$529M
1-Year Est. Return
10.2%
This Fund
S&P 500
1 Year Est. Return
+10.2%
AUM
$143M
AUM Growth
+$17.2M
(+14%)
Holding
775
Top Buys
| 1 | +$388K | |
| 2 | +$246K | |
| 3 | +$215K | |
| 4 |
Verizon
VZ
|
+$207K |
| 5 |
Visa
V
|
+$188K |
Top Sells
| 1 | +$44.1K | |
| 2 | +$35.9K | |
| 3 | +$33.6K | |
| 4 |
Ventas
VTR
|
+$22.4K |
| 5 |
Duke Energy
DUK
|
+$18.7K |
Sector Composition
| 1 | Financials | 2.65% |
| 2 | Industrials | 2.58% |
| 3 | Consumer Staples | 2.53% |
| 4 | Technology | 2.38% |
| 5 | Communication Services | 1.66% |