GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
1-Year Est. Return
10.57%
1 Year Est. Return
+10.57%
AUM
$180M
AUM Growth
-$11.5M
(-6%)
Holding
151
Top Buys
| 1 | +$3.12M | |
| 2 | +$2.96M | |
| 3 | +$2.75M | |
| 4 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$2.72M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$2.14M |
Top Sells
| 1 | +$5.81M | |
| 2 | +$3.44M | |
| 3 | +$3.26M | |
| 4 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$3.22M |
| 5 |
Invesco NASDAQ Internet ETF
PNQI
|
+$3.15M |
Sector Composition
| 1 | Technology | 8.49% |
| 2 | Financials | 4.83% |
| 3 | Healthcare | 4.14% |
| 4 | Consumer Staples | 2.69% |
| 5 | Industrials | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.36B
| – | – |
-2,210
|
|