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
$320M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$2.18M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.38M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$1.07M

Top Sells

1
+$5.27M
2
+$272K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$46.5K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$45.5K

Sector Composition

1 Technology 2.28%
2 Materials 0.89%
3 Consumer Discretionary 0.72%
4 Communication Services 0.39%
5 Financials 0.35%
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