GWA

GGM Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$3.89M
2 +$3.68M
3 +$1.22M
4
HROW icon
Harrow
HROW
+$869K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$774K

Sector Composition

1 Technology 9.67%
2 Healthcare 5.06%
3 Financials 3.92%
4 Consumer Staples 2.9%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,755