GIA

Goodwin Investment Advisory Portfolio holdings

AUM $86.6M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$23.5M
3
+$21.8M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$8.61M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.65M

Top Sells

1
+$33.4M
2
+$30.2M
3
+$5.39M
4
IYH icon
iShares US Healthcare ETF
IYH
+$4.09M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.31M

Sector Composition

1 Financials 1.77%
2 Technology 0.54%
3 Consumer Discretionary 0.48%
4 Consumer Staples 0.45%
5 Healthcare 0.36%
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