GWA

GGM Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.84M
2 +$3.82M
3 +$3.42M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.34M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.95M

Top Sells

1 +$6.13M
2 +$5.58M
3 +$3.94M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.7M

Sector Composition

1 Technology 9.98%
2 Healthcare 5.12%
3 Financials 4.47%
4 Consumer Staples 2.58%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-355