GWMIA
Global Wealth Management Investment Advisory Portfolio holdings
AUM
$624M
1-Year Est. Return
16.96%
This Fund
S&P 500
1 Year Est. Return
+16.96%
AUM
$357M
AUM Growth
-$7.14M
(-2%)
Holding
508
Top Buys
| 1 | +$3.17M | |
| 2 | +$1.16M | |
| 3 | +$923K | |
| 4 |
Exxon Mobil
XOM
|
+$868K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$822K |
Top Sells
| 1 | +$2.85M | |
| 2 | +$2.27M | |
| 3 | +$1.17M | |
| 4 |
Oracle
ORCL
|
+$878K |
| 5 |
Microsoft
MSFT
|
+$508K |
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Consumer Staples | 7.08% |
| 3 | Financials | 6.96% |
| 4 | Healthcare | 5.34% |
| 5 | Energy | 5.06% |