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
$166M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$978K
3
+$820K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$698K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$641K

Top Sells

1
+$2.29M
2
+$1.21M
3
+$791K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$769K
5
BND icon
Vanguard Total Bond Market
BND
+$680K

Sector Composition

1 Technology 0.38%
2 Financials 0.14%
3 Consumer Staples 0.05%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8K 0.01%
83
52
$10.6K 0.01%
338
-229
53
$10.3K 0.01%
97
54
$6.4K ﹤0.01%
143
55
$5.48K ﹤0.01%
238
56
$2.12K ﹤0.01%
10,000
57
$777 ﹤0.01%
9
58
– –
-126
59
– –
-3,715
60
– –
-9,870
61
– –
-321
1 2
3