GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+8%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
+$242M
(+4.6%)
Cap. Flow
-$6.57M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
44.51%
Holding
149
New
10
Increased
57
Reduced
36
Closed
12
Top Buys
| 1 |
GGM Macro Alignment ETF
GGM
|
$15.2M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$6.13M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.77M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.7M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
$2.89M |
Top Sells
| 1 |
Toast
TOST
|
$13.2M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.83M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.59M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$5.41M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$2.87M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Financials | 6.16% |
| 3 | Healthcare | 5.01% |
| 4 | Industrials | 3.2% |
| 5 | Consumer Staples | 3.03% |
