We are live on ! Find out more
GWA

GGM Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.85M
3
+$6.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.85M

Top Sells

1
+$7.81M
2
+$6.15M
3
+$5.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.93M

Sector Composition

1 Technology 17.81%
2 Healthcare 3.97%
3 Financials 3.95%
4 Consumer Staples 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-103,201
102
– –
-173,250
103
– –
-1,835
104
– –
-1,290
105
– –
-3,669
106
– –
-931
107
– –
-8,511
108
– –
-3,185
109
– –
-1,097
110
– –
-5,725
111
– –
-5,020
112
– –
-1,042
113
– –
-4,595
114
– –
-5,909
115
– –
-680
116
– –
-520
117
– –
-2,100
118
– –
-6,319
119
– –
-727
120
– –
-355
121
– –
-3,382
122
– –
-7,177
123
– –
-8,529
124
– –
-4,565
125
– –
-19,700
2 3 4
5
6