GPW
GFS Private Wealth Portfolio holdings
AUM
$292M
This Quarter Return
+5.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
–
Cap. Flow
+$292M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.02%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$38.7M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$26.7M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$21.3M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$16.9M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$16.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.37% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Technology | 0.21% |
| 4 | Energy | 0.09% |
