GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+2.99%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-9.6%)
Cap. Flow
-$20.2M
Cap. Flow
% of AUM
-11.55%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
139
New
5
Increased
25
Reduced
19
Closed
79
Top Buys
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$7.81M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$6.15M |
| 3 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$5.95M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.86M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.93M |
Sector Composition
| 1 | Technology | 17.81% |
| 2 | Healthcare | 3.97% |
| 3 | Financials | 3.95% |
| 4 | Consumer Staples | 1.61% |
| 5 | Consumer Discretionary | 1.56% |
