GW

Graetz Wealth Portfolio holdings

AUM $110M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.92M
3 +$7.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.12M
5
BND icon
Vanguard Total Bond Market
BND
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.11%
2 Healthcare 1.29%
3 Consumer Discretionary 1.23%
4 Communication Services 0.97%
5 Financials 0.44%