GWM
GoalFusion Wealth Management Portfolio holdings
AUM
$216M
1-Year Est. Return
13.32%
This Fund
S&P 500
1 Year Est. Return
+13.32%
AUM
$216M
AUM Growth
+$6.79M
(+3.2%)
Holding
28
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.83M | |
| 3 | +$1.05M | |
| 4 |
NVIDIA
NVDA
|
+$705K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$363K |
Top Sells
| 1 | +$2.13M | |
| 2 | +$302K | |
| 3 | +$272K | |
| 4 |
Advanced Micro Devices
AMD
|
+$225K |
| 5 |
SPDR Gold Trust
GLD
|
+$81.3K |
Sector Composition
| 1 | Technology | 2.43% |
| 2 | Communication Services | 0.49% |
| 3 | Financials | 0.26% |
| 4 | Utilities | 0.17% |
| 5 | Consumer Discretionary | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
General Dynamics
GD
$98.6B
| $233K | 0.11% |
691
|
|
||
|
ALOY
27
REalloys Inc. Common Stock
ALOY
$77.3M
| $223K | 0.1% |
27,500
-9,167
|
|
||
|
OKLO
28
Oklo
OKLO
$10.1B
| – | – |
-2,705
|
|