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
376
$11K 0.01%
+420
377
$11K 0.01%
+291
378
$11K 0.01%
+609
379
$10K 0.01%
+260
380
$10K 0.01%
+625
381
$10K 0.01%
+537
382
$10K 0.01%
+124
383
$10K 0.01%
+330
384
$10K 0.01%
+161
385
$10K 0.01%
+1,000
386
$10K 0.01%
+119
387
$10K 0.01%
+350
388
$10K 0.01%
+584
389
$10K 0.01%
+268
390
$10K 0.01%
+445
391
$10K 0.01%
+224
392
$10K 0.01%
+210
393
$10K 0.01%
+200
394
$9K 0.01%
+800
395
$9K 0.01%
+145
396
$9K 0.01%
+95
397
$9K 0.01%
+113
398
$9K 0.01%
+100
399
$9K 0.01%
+177
400
$9K 0.01%
+125
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