GWA
GGM Wealth Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+2.1%
1 Year Return
+10.57%
3 Year Return
+25.85%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(+1.8%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
143
New
13
Increased
60
Reduced
42
Closed
7
Top Buys
| 1 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$3.83M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.53M |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$3.46M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$3.17M |
| 5 |
NVIDIA
NVDA
|
$1.98M |
Top Sells
| 1 |
iShares US Consumer Staples ETF
IYK
|
$3.86M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$3.69M |
| 3 |
Vanguard Industrials ETF
VIS
|
$3.65M |
| 4 |
Apple
AAPL
|
$3.4M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$2.56M |
Sector Composition
| 1 | Technology | 9.5% |
| 2 | Healthcare | 5.15% |
| 3 | Financials | 3.73% |
| 4 | Consumer Staples | 2.71% |
| 5 | Industrials | 2.03% |
