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
451
$7K ﹤0.01%
+30
452
$7K ﹤0.01%
+75
453
$7K ﹤0.01%
+384
454
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+29
458
$6K ﹤0.01%
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460
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461
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+600
463
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464
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+2,613
465
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466
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467
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468
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469
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470
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471
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+150
472
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+57
473
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+106
474
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+215
475
$6K ﹤0.01%
+111