GWA
Geometric Wealth Advisors Portfolio holdings
AUM
$669M
1-Year Est. Return
14.31%
1 Year Est. Return
+14.31%
AUM
$669M
AUM Growth
+$84.2M
(+14%)
Holding
76
Top Buys
| 1 | +$29.5M | |
| 2 | +$13.8M | |
| 3 | +$9.77M | |
| 4 |
Dimensional Global Real Estate ETF
DFGR
|
+$606K |
| 5 |
Netflix
NFLX
|
+$587K |
Top Sells
| 1 | +$27.5M | |
| 2 | +$1.14M | |
| 3 | +$598K | |
| 4 |
Amazon
AMZN
|
+$438K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$406K |
Sector Composition
| 1 | Consumer Discretionary | 1.19% |
| 2 | Technology | 1.15% |
| 3 | Communication Services | 0.39% |
| 4 | Financials | 0.32% |
| 5 | Industrials | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Merck
MRK
$212B
| – | – |
-2,294
|
|