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
576
$2K ﹤0.01%
+102
577
$2K ﹤0.01%
+224
578
$2K ﹤0.01%
+167
579
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+265
580
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+150
581
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+214
582
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+110
583
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584
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585
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586
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+21
587
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588
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589
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590
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+41
591
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592
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594
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595
$2K ﹤0.01%
+15
596
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+22
597
$2K ﹤0.01%
+49
598
$2K ﹤0.01%
+23
599
$2K ﹤0.01%
+26
600
$2K ﹤0.01%
+84
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