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
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$7.52M
3
+$3.77M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.97M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.01M

Top Sells

1
+$9.69M
2
+$2.77M
3
+$2.08M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.03M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$873K

Sector Composition

1 Healthcare 5.52%
2 Technology 4.93%
3 Financials 3.49%
4 Consumer Staples 2.77%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.36%
6,447
+31
52
$449K 0.36%
1,922
+185
53
$442K 0.35%
8,166
-699
54
$435K 0.35%
3,809
+1,614
55
$416K 0.33%
18,000
+600
56
$414K 0.33%
846
+55
57
$408K 0.32%
3,730
58
$399K 0.32%
1,076
+138
59
$398K 0.32%
5,305
+25
60
$397K 0.32%
873
-31
61
$393K 0.31%
3,644
62
$384K 0.3%
19,857
-8,984
63
$382K 0.3%
7,274
+12
64
$381K 0.3%
9,250
65
$381K 0.3%
1,647
+364
66
$371K 0.29%
2,163
-20
67
$339K 0.27%
1,333
68
$328K 0.26%
13,560
-13,500
69
$328K 0.26%
7,640
70
$327K 0.26%
4,190
71
$317K 0.25%
2,275
+200
72
$312K 0.25%
4,665
+397
73
$308K 0.24%
3,788
74
$291K 0.23%
13,636
-30
75
$286K 0.23%
637
+85
1 2
3
4 5