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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
126
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-7,025
127
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128
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-617
129
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-2,440
130
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-2
131
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-3,020
132
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-1,100
133
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-3,644
134
– –
-4,833
135
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-7,297
136
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-902
137
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-4,133
138
– –
-2,650
139
– –
-3,233
2 3 4 5
6