GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
-4.39%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-6.3%)
Cap. Flow
-$3.26M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
42.97%
Holding
146
New
5
Increased
42
Reduced
39
Closed
7
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$5.31M |
| 2 |
GGM Macro Alignment ETF
GGM
|
$2.39M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.96M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.37M |
| 5 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
$826K |
Top Sells
Sector Composition
| 1 | Technology | 16.59% |
| 2 | Financials | 5.07% |
| 3 | Healthcare | 4.72% |
| 4 | Consumer Staples | 2.8% |
| 5 | Consumer Discretionary | 2.71% |
