GWM

GoalFusion Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$631K
3 +$451K
4
VT icon
Vanguard Total World Stock ETF
VT
+$436K
5
AIZ icon
Assurant
AIZ
+$352K

Top Sells

1 +$201K
2 +$179K
3 +$46.8K
4
MSFT icon
Microsoft
MSFT
+$9.19K

Sector Composition

1 Technology 2.39%
2 Financials 0.54%
3 Healthcare 0.34%
4 Utilities 0.25%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$149K 0.11%
20,000
27
-1,232