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
51
$496K 0.39%
8,205
+39
52
$482K 0.38%
3,224
+22
53
$480K 0.38%
4,236
+427
54
$476K 0.38%
3,550
55
$470K 0.37%
16,900
-1,100
56
$457K 0.36%
876
+30
57
$440K 0.35%
4,161
-484
58
$422K 0.33%
1,972
+50
59
$420K 0.33%
+8,333
60
$418K 0.33%
3,730
61
$416K 0.33%
5,005
-300
62
$416K 0.33%
1,076
63
$401K 0.32%
3,644
64
$384K 0.3%
5,547
+882
65
$368K 0.29%
9,250
66
$364K 0.29%
17,529
+5,750
67
$361K 0.29%
6,747
-527
68
$358K 0.28%
1,393
+60
69
$343K 0.27%
1,557
-90
70
$342K 0.27%
17,196
-2,661
71
$340K 0.27%
2,160
-3
72
$330K 0.26%
13,560
73
$328K 0.26%
4,190
74
$303K 0.24%
7,662
75
$299K 0.24%
639
+2
1 2
3
4 5