GIA

Goodwin Investment Advisory Portfolio holdings

AUM $93.3M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.86M
3
+$1.15M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.14M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$551K

Top Sells

1
+$793K
2
+$638K
3
+$406K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$378K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$322K

Sector Composition

1 Financials 1.22%
2 Healthcare 0.27%
3 Consumer Discretionary 0.21%
4 Technology 0.17%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
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