GWM

Grand Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 11.91%
This Quarter Est. Return
1 Year Est. Return
+11.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$79.3M
2
+$31.5M
3
+$30.8M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$17.7M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.55%
2 Financials 0.1%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22K 0.01%
+280
52
$19K 0.01%
+76
53
$17K 0.01%
+76
54
$17K 0.01%
+76
55
$16K 0.01%
+122
56
$8K ﹤0.01%
+161
57
$3K ﹤0.01%
+43
58
$3K ﹤0.01%
+10,000
59
$0 ﹤0.01%
+8
1 2
3