GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+6.54%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(-6%)
Cap. Flow
-$7.89M
Cap. Flow
% of AUM
-6.7%
Top 10 Holdings %
Top 10 Hldgs %
52.75%
Holding
93
New
7
Increased
31
Reduced
20
Closed
2
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$8.08M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$7.93M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$7.87M |
| 4 |
Invesco Total Return Bond ETF
GTO
|
$6.22M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 5.99% |
| 2 | Technology | 4.66% |
| 3 | Financials | 3.27% |
| 4 | Consumer Staples | 3.2% |
| 5 | Communication Services | 2.42% |
