GWSA

Global Wealth Strategies & Associates Portfolio holdings

AUM $401M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.4M
3
+$9.37M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.99M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.88M

Top Sells

1
+$9.22M
2
+$7.45M
3
+$6.16M
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$5.56M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$5.03M

Sector Composition

1 Technology 1.91%
2 Materials 1.07%
3 Consumer Discretionary 0.65%
4 Consumer Staples 0.36%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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