GWMIA
Global Wealth Management Investment Advisory Portfolio holdings
AUM
$533M
This Quarter Return
+6.55%
1 Year Return
+16.22%
3 Year Return
+58.16%
5 Year Return
+92.87%
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+5.2%)
Cap. Flow
-$544K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
516
New
30
Increased
129
Reduced
98
Closed
40
Top Buys
Top Sells
| 1 |
Celsius Holdings
CELH
|
$3.71M |
| 2 |
Advanced Micro Devices
AMD
|
$2.1M |
| 3 |
NVIDIA
NVDA
|
$1.54M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.1M |
| 5 |
iShares Russell Top 200 Value ETF
IWX
|
$772K |
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Consumer Staples | 5.65% |
| 3 | Financials | 5.57% |
| 4 | Healthcare | 4.46% |
| 5 | Communication Services | 4.37% |
