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
$219M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.53M
3
+$3.46M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$3.17M
5
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.29M

Top Sells

1
+$3.86M
2
+$3.69M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.4M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.56M

Sector Composition

1 Technology 9.5%
2 Healthcare 5.15%
3 Financials 3.73%
4 Consumer Staples 2.71%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.04%
36,353
-13,345
27
$2.2M 1%
17,780
+150
28
$2.14M 0.98%
99,822
+2,898
29
$2.13M 0.98%
23,259
-2,543
30
$2.01M 0.92%
17,426
+49
31
$1.97M 0.9%
60,040
32
$1.95M 0.89%
11,797
+14
33
$1.92M 0.88%
11,665
+420
34
$1.84M 0.84%
9,119
+37
35
$1.6M 0.73%
9,347
-8
36
$1.57M 0.72%
26,801
+551
37
$1.46M 0.67%
53,600
-10
38
$1.4M 0.64%
1,642
-120
39
$1.39M 0.63%
2,546
+1
40
$1.37M 0.63%
5,382
-75
41
$1.35M 0.62%
18,541
+719
42
$1.24M 0.57%
20,839
43
$1.19M 0.54%
11,463
+4,035
44
$1.16M 0.53%
29,164
-1,996
45
$1.15M 0.53%
26,710
46
$1.14M 0.52%
10,671
-1,041
47
$1.06M 0.48%
50,373
-2,718
48
$1M 0.46%
6,868
+5
49
$1M 0.46%
9,631
-18
50
$936K 0.43%
6,421
-13
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2
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