GTWM
Global Trust Wealth Management Portfolio holdings
AUM
$135M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$135M
AUM Growth
–
Holding
84
Top Buys
| 1 | +$18.2M | |
| 2 | +$8.62M | |
| 3 | +$8.55M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.97M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$5.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Financials | 4.03% |
| 3 | Communication Services | 3.09% |
| 4 | Utilities | 2.86% |
| 5 | Industrials | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$120M
| $230K | 0.17% |
+6,015
|
|
||
77
Air Products & Chemicals
APD
$63.2B
| $229K | 0.17% |
+929
|
|
||
78
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
| $224K | 0.17% |
+5,800
|
|
||
79
Huntington Ingalls Industries
HII
$14.6B
| $221K | 0.16% |
+650
|
|
||
80
Lockheed Martin
LMT
$140B
| $221K | 0.16% |
+457
|
|
||
81
Lam Research
LRCX
$266B
| $215K | 0.16% |
+1,255
|
|
||
82
Vanguard S&P 500 ETF
VOO
$836B
| $213K | 0.16% |
+340
|
|
||
83
Invesco NASDAQ 100 ETF
QQQM
$70.8B
| $202K | 0.15% |
+798
|
|
||
84
Bit Digital
BTBT
$528M
| $23.6K | 0.02% |
+12,500
|
|