GWMIA

Global Wealth Management Investment Advisory Portfolio holdings

AUM $596M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.37M
3
+$5.29M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$4.45M
5
AAPL icon
Apple
AAPL
+$3.66M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.03%
2 Real Estate 6.62%
3 Communication Services 5.78%
4 Technology 5.76%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
+508
277
$24K 0.01%
+264
278
$24K 0.01%
+163
279
$24K 0.01%
+508
280
$24K 0.01%
+1,350
281
$24K 0.01%
+418
282
$23K 0.01%
+372
283
$23K 0.01%
+400
284
$23K 0.01%
+720
285
$23K 0.01%
+439
286
$21K 0.01%
+650
287
$21K 0.01%
+500
288
$21K 0.01%
+851
289
$21K 0.01%
+450
290
$21K 0.01%
+574
291
$20K 0.01%
+630
292
$20K 0.01%
+1,074
293
$20K 0.01%
+193
294
$20K 0.01%
+512
295
$20K 0.01%
+1,000
296
$20K 0.01%
+1,500
297
$20K 0.01%
+338
298
$20K 0.01%
+576
299
$20K 0.01%
+1,822
300
$20K 0.01%
+450
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