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
$168M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$140K
2
+$43.1K
3
+$3.27K

Top Sells

1
+$12.2M
2
+$5.19M
3
+$2.46M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.22M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.01M

Sector Composition

1 Technology 0.38%
2 Healthcare 0.13%
3 Industrials 0.12%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.8K 0.01%
91
52
$10.6K 0.01%
134
-2,391
53
$10.5K 0.01%
180
54
$9.44K 0.01%
84
-5,240
55
$1.68K ﹤0.01%
50
56
$1.46K ﹤0.01%
10,000
57
$1.38K ﹤0.01%
6
58
$1.25K ﹤0.01%
20
59
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60
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61
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62
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63
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64
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66
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67
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68
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69
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70
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-846
71
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72
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-5,402
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