GWL
Generations Wealth LLC Portfolio holdings
AUM
$97.7M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$97.7M
AUM Growth
–
Holding
28
Top Buys
| 1 | +$26.4M | |
| 2 | +$19.3M | |
| 3 | +$10.7M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$6.52M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$4.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 1.17% |
| 2 | Technology | 0.25% |
| 3 | Financials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Express
AXP
$225B
| $223K | 0.23% |
+604
|
|
||
27
Avantis Emerging Markets Equity ETF
AVEM
$20.7B
| $216K | 0.22% |
+2,802
|
|
||
28
Dimensional US High Profitability ETF
DUHP
$11B
| $210K | 0.21% |
+5,514
|
|