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GTWM
Global Trust Wealth Management Portfolio holdings
AUM
$132M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$132M
AUM Growth
-$2.7M
(-2%)
Holding
86
Top Buys
| 1 | +$581K | |
| 2 | +$504K | |
| 3 | +$469K | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$452K |
| 5 |
T-Mobile US
TMUS
|
+$387K |
Top Sells
| 1 | +$877K | |
| 2 | +$763K | |
| 3 | +$579K | |
| 4 |
Caterpillar
CAT
|
+$342K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$334K |
Sector Composition
| 1 | Technology | 7.57% |
| 2 | Financials | 3.47% |
| 3 | Utilities | 3.4% |
| 4 | Communication Services | 3.04% |
| 5 | Industrials | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P GSCI Commodity-Indexed Trust
GSG
$911M
| $223K | 0.17% |
+6,915
|
|
||
77
KLA
KLAC
$352B
| $222K | 0.17% |
151
-180
|
|
||
78
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
| $220K | 0.17% |
476
-49
|
|
||
79
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$134M
| $211K | 0.16% |
5,385
-415
|
|
||
80
Procter & Gamble
PG
$344B
| $205K | 0.15% |
1,418
-497
|
|
||
81
Invesco NASDAQ 100 ETF
QQQM
$101B
| $202K | 0.15% |
848
+50
|
|
||
82
Bit Digital
BTBT
$779M
| $16.4K | 0.01% |
12,500
|
|
||
83
Huntington Ingalls Industries
HII
$11B
| – | – |
-650
|
|
||
84
Vanguard Small-Cap ETF
VB
$79.8B
| – | – |
-949
|
|
||
85
Lockheed Martin
LMT
$114B
| – | – |
-457
|
|
||
86
Innovator US Equity Power Buffer ETF January
PJAN
$1.48B
| – | – |
-6,000
|
|