GWMIA

Global Wealth Management Investment Advisory Portfolio holdings

AUM $533M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.32M
3 +$1.79M
4
UPS icon
United Parcel Service
UPS
+$1.64M
5
HD icon
Home Depot
HD
+$1.15M

Top Sells

1 +$3.91M
2 +$2.59M
3 +$2.56M
4
PFE icon
Pfizer
PFE
+$2.19M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$511K

Sector Composition

1 Technology 11.99%
2 Consumer Staples 7.21%
3 Financials 6.99%
4 Consumer Discretionary 5.49%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-100
502
-300
503
-102
504
-20
505
-13,972
506
-2
507
-600
508
-1,072
509
-40