GWA

GGM Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$69K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.37M
3
+$1.25M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.23M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$983K

Top Sells

1
+$2.26M
2
+$2.19M
3
+$2.12M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.45M

Sector Composition

1 Technology 7.24%
2 Healthcare 6.26%
3 Financials 3.14%
4 Consumer Staples 3.01%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.99%
74,488
27
$1.23M 0.97%
+9,428
28
$1.19M 0.94%
11,490
29
$1.17M 0.93%
40,527
-818
30
$1.14M 0.91%
6,677
-73
31
$1.14M 0.9%
15,960
+36
32
$1.08M 0.85%
8,840
-100
33
$1.07M 0.85%
13,135
+635
34
$984K 0.78%
2,279
+948
35
$983K 0.78%
+3,968
36
$821K 0.65%
12,731
-33,976
37
$808K 0.64%
2,527
38
$800K 0.63%
30,475
39
$720K 0.57%
14,565
+900
40
$671K 0.53%
13,641
+3
41
$644K 0.51%
1,461
+62
42
$641K 0.51%
11,460
+655
43
$634K 0.5%
7,960
44
$612K 0.49%
1,304
+431
45
$595K 0.47%
+2,500
46
$568K 0.45%
6,920
47
$556K 0.44%
4,169
-167
48
$537K 0.43%
2,696
-363
49
$508K 0.4%
6,625
+178
50
$502K 0.4%
2,137
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