GW
Graetz Wealth Portfolio holdings
AUM
$110M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$110M
AUM Growth
–
Holding
77
Top Buys
| 1 | +$10.3M | |
| 2 | +$7.92M | |
| 3 | +$7.38M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.12M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Hims & Hers Health
HIMS
$3.6B
| $202K | 0.18% |
+6,208
|
|
||
77
Anavex Life Sciences
AVXL
$408M
| $50K | 0.05% |
+14,044
|
|