GWA
GGM Wealth Advisors Portfolio holdings
AUM $180M
This Quarter Return
+0.63%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
-$11.5M (-6%)
Cap. Flow
-$8.63M
Cap. Flow % of AUM
-4.8%
Top 10 Holdings %Top 10 Hldgs %
39.22%
Holding
151
New
12
Increased
52
Reduced
46
Closed
17
Top Buys
| 1 | $3.12M | |
| 2 | $2.96M | |
| 3 | $2.75M | |
| 4 | $2.72M | |
| 5 | $2.14M |
Top Sells
| 1 | $5.81M | |
| 2 | $3.44M | |
| 3 | $3.26M | |
| 4 | $3.22M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -2,210 | Closed | -$201K |
