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
$219M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$664K
3 +$647K
4
DVY icon
iShares Select Dividend ETF
DVY
+$599K
5
UPS icon
United Parcel Service
UPS
+$571K

Top Sells

1 +$864K
2 +$372K
3 +$367K
4
AAPL icon
Apple
AAPL
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$181K

Sector Composition

1 Real Estate 6.64%
2 Consumer Staples 6.11%
3 Technology 6.06%
4 Communication Services 4.91%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$0 ﹤0.01%
13
777
-1
778
$0 ﹤0.01%
2