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
426
$8K ﹤0.01%
+1,564
427
$8K ﹤0.01%
+150
428
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+100
429
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+55
430
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+328
433
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434
$7K ﹤0.01%
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435
$7K ﹤0.01%
+194
436
$7K ﹤0.01%
+50
437
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441
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+421
442
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443
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+304
446
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447
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+137
448
$7K ﹤0.01%
+353
449
$7K ﹤0.01%
+75
450
$7K ﹤0.01%
+80