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
$125M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$6.48M
3
+$3.06M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.06M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.05M

Top Sells

1
+$8.84M
2
+$830K
3
+$178K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$140K
5
RLGT icon
Radiant Logistics
RLGT
+$66K

Sector Composition

1 Healthcare 5.4%
2 Technology 3.96%
3 Consumer Staples 2.9%
4 Financials 2.74%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.19%
1,418
77
$229K 0.18%
+4,513
78
$229K 0.18%
7,173
79
$218K 0.17%
+548
80
$209K 0.17%
+931
81
$207K 0.17%
856
82
$204K 0.16%
+3,641
83
$204K 0.16%
3,131
+2
84
$47K 0.04%
+47,250
85
$35K 0.03%
35,792
-858
86
$29K 0.02%
+10,600
87
– –
-11,000
1 2 3
4