GWA
GGM Wealth Advisors Portfolio holdings
AUM $180M
AUM
$180M
AUM Growth
-$11.5M (-6%)
Cap. Flow
+$16.2M
Cap. Flow % of AUM
8.99%
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 | $1.3M | |
| 2 | $797K | |
| 3 | $751K | |
| 4 | $475K | |
| 5 | $459K |
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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,220 | Closed | – |
