GWM

Global Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 8.63%
This Quarter Est. Return
1 Year Est. Return
+8.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.39%
2 Technology 1.02%
3 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$241K 0.16%
+8,694