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
651
$1K ﹤0.01%
+26
652
$1K ﹤0.01%
+25
653
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+7
654
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+143
655
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+40
656
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+3
657
$1K ﹤0.01%
+500
658
$1K ﹤0.01%
+493
659
$1K ﹤0.01%
+5
660
$1K ﹤0.01%
+60
661
$1K ﹤0.01%
+8
662
$1K ﹤0.01%
+4
663
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664
$1K ﹤0.01%
+4
665
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+8
666
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+27
667
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+10
668
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+5
669
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+8
670
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+53
671
$1K ﹤0.01%
+50
672
$1K ﹤0.01%
+100
673
$1K ﹤0.01%
+16
674
$1K ﹤0.01%
+33
675
$1K ﹤0.01%
+75
25 26
27
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