GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
-4.95%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+58%)
Cap. Flow
+$81.3M
Cap. Flow
% of AUM
40.72%
Top 10 Holdings %
Top 10 Hldgs %
44.11%
Holding
148
New
52
Increased
54
Reduced
12
Closed
10
Top Buys
| 1 |
Toast
TOST
|
$13.4M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$11M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$9.31M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$8.49M |
| 5 |
SPDR Gold Trust
GLD
|
$7.66M |
Top Sells
Sector Composition
| 1 | Technology | 18.92% |
| 2 | Financials | 6.35% |
| 3 | Healthcare | 5.98% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Consumer Staples | 3.43% |
