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

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
101
-1,986
102
-9,726
103
-1,418