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 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
101
-12,186
102
-1,520
103
-11,936