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GWL
Generations Wealth LLC Portfolio holdings
AUM
$103M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$103M
AUM Growth
+$5.26M
(+5.4%)
Holding
30
Top Buys
| 1 | +$1.16M | |
| 2 | +$1.03M | |
| 3 | +$720K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$395K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$378K |
Top Sells
| 1 | +$309K | |
| 2 | +$223K | |
| 3 | +$129K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$103K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$33.1K |
Sector Composition
| 1 | Consumer Staples | 1.26% |
| 2 | Financials | 0.33% |
| 3 | Technology | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Costco
COST
$406B
| $263K | 0.26% |
+264
|
|
||
27
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
| $243K | 0.24% |
3,018
+216
|
|
||
28
Dimensional US High Profitability ETF
DUHP
$12.4B
| $203K | 0.2% |
5,518
+4
|
|
||
29
Microsoft
MSFT
$2.86T
| $187K | 0.18% |
505
|
|
||
30
American Express
AXP
$239B
| – | – |
-604
|
|