GWM
GoalFusion Wealth Management Portfolio holdings
AUM
$209M
1-Year Est. Return
9.65%
1 Year Est. Return
+9.65%
AUM
$195M
AUM Growth
+$11.9M
(+6.5%)
Holding
30
Top Buys
| 1 | +$1.18M | |
| 2 | +$928K | |
| 3 | +$769K | |
| 4 |
Amazon
AMZN
|
+$359K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$289K |
Top Sells
| 1 | +$675K | |
| 2 | +$417K | |
| 3 | +$354K | |
| 4 |
Costco
COST
|
+$318K |
| 5 |
Chevron
CVX
|
+$202K |
Sector Composition
| 1 | Technology | 2.43% |
| 2 | Communication Services | 0.47% |
| 3 | Consumer Discretionary | 0.33% |
| 4 | Financials | 0.24% |
| 5 | Utilities | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Analog Devices
ADI
$112B
| $238K | 0.12% |
+1,000
|
|
||
27
BlackBoxStocks
BLBX
$29.6M
| $216K | 0.11% |
+36,667
|
|
||
28
General Dynamics
GD
$93.6B
| $202K | 0.1% |
+691
|
|
||
|
29
Chevron
CVX
$311B
| – | – |
-1,209
|
|
||
|
30
Costco
COST
$409B
| – | – |
-336
|
|