GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,821
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.9M
3
+$6.69M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.61M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.52M

Top Sells

1
+$9.82M
2
+$8.15M
3
+$5.25M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.11M

Sector Composition

1 Technology 11.27%
2 Financials 8.85%
3 Consumer Discretionary 3.8%
4 Healthcare 3.37%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$22.5K ﹤0.01%
+2,960
2027
$22.5K ﹤0.01%
+606
2028
$22.4K ﹤0.01%
308
+5
2029
$22.3K ﹤0.01%
145
2030
$22.2K ﹤0.01%
+548
2031
$22.2K ﹤0.01%
1,103
+720
2032
$22.2K ﹤0.01%
53
-12
2033
$22.2K ﹤0.01%
773
2034
$22.2K ﹤0.01%
802
-158
2035
$22.2K ﹤0.01%
+100
2036
$22.1K ﹤0.01%
+1,605
2037
$22.1K ﹤0.01%
1,639
2038
$22K ﹤0.01%
1,052
+1,001
2039
$22K ﹤0.01%
636
-130
2040
$22K ﹤0.01%
261
+171
2041
$22K ﹤0.01%
77
+10
2042
$22K ﹤0.01%
850
-242
2043
$22K ﹤0.01%
200
-850
2044
$21.8K ﹤0.01%
316
2045
$21.8K ﹤0.01%
259
+146
2046
$21.7K ﹤0.01%
802
-44
2047
$21.7K ﹤0.01%
531
-962
2048
$21.7K ﹤0.01%
995
-154
2049
$21.6K ﹤0.01%
381
+266
2050
$21.6K ﹤0.01%
1,903
80 81
82
83 84