GFA
Gladwyn Financial Advisors Portfolio holdings
AUM
$142M
1 Year Est. Return
–
AUM
$142M
AUM Growth
+$2.98M
(+2.1%)
Holding
87
Top Buys
| 1 | +$374K | |
| 2 | +$321K | |
| 3 | +$272K | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$256K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$180K |
Top Sells
| 1 | +$764K | |
| 2 | +$268K | |
| 3 | +$225K | |
| 4 |
DuPont de Nemours
DD
|
+$66.2K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$25.2K |
Sector Composition
| 1 | Industrials | 2.32% |
| 2 | Consumer Staples | 0.77% |
| 3 | Utilities | 0.71% |
| 4 | Financials | 0.57% |
| 5 | Technology | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares ESG MSCI USA Leaders ETF
SUSL
$1.04B
| $15.6K | 0.01% |
129
+1
|
|
||
77
Schwab Emerging Markets Equity ETF
SCHE
$12.1B
| $15.2K | 0.01% |
464
+12
|
|
||
78
Vanguard Total World Stock ETF
VT
$61.8B
| $14.8K | 0.01% |
105
+1
|
|
||
79
Pfizer
PFE
$146B
| $12.7K | 0.01% |
512
|
|
||
80
Lincoln National
LNC
$7.66B
| $9.91K | 0.01% |
223
+3
|
|
||
81
iShares Morningstar Mid-Cap Value ETF
IMCV
$947M
| $5.97K | ﹤0.01% |
73
+1
|
|
||
82
iShares Morningstar Value ETF
ILCV
$1.21B
| $4.29K | ﹤0.01% |
45
|
|
||
83
Carnival Corp
CCL
$37.5B
| $3.05K | ﹤0.01% |
100
|
|
||
84
iShares MSCI Emerging Markets ex China ETF
EMXC
$15.3B
| $2.77K | ﹤0.01% |
38
+1
|
|
||
85
Norwegian Cruise Line
NCLH
$9.53B
| $2.23K | ﹤0.01% |
100
|
|
||
86
Vanguard Mega Cap 300 Index ETF
MGC
$9.9B
| $1.54K | ﹤0.01% |
6
|
|
||
87
Chemours
CC
$2.36B
| $513 | ﹤0.01% |
44
+1
|
|