GWM

Grand Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$507K
3
+$369K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$247K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$665K
2
+$648K
3
+$335K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$332K
5
CVX icon
Chevron
CVX
+$290K

Sector Composition

1 Technology 0.31%
2 Healthcare 0.15%
3 Industrials 0.12%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$389K 0.19%
3,762
-215
27
$363K 0.18%
543
28
$363K 0.18%
1,731
29
$346K 0.17%
6,495
+1,950
30
$313K 0.15%
1,000
31
$304K 0.15%
7,164
+2
32
$298K 0.14%
2,992
33
$296K 0.14%
7,200
+640
34
$294K 0.14%
490
35
$273K 0.13%
6,061
-5
36
$272K 0.13%
5,363
-90
37
$259K 0.12%
10,225
+415
38
$247K 0.12%
660
39
$246K 0.12%
4,551
40
$216K 0.1%
7,762
+31
41
$200K 0.1%
2,800
42
$160K 0.08%
3,581
43
$134K 0.06%
756
44
$129K 0.06%
1,614
45
$128K 0.06%
899
46
$112K 0.05%
4,590
47
$90K 0.04%
2,104
-1,045
48
$88.3K 0.04%
+1,095
49
$81.3K 0.04%
434
50
$71.7K 0.03%
+686
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