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
$177M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$833K
3
+$598K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$461K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$439K

Top Sells

1
+$3.51M
2
+$630K
3
+$538K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$523K
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$167K

Sector Composition

1 Technology 0.33%
2 Healthcare 0.13%
3 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.3K 0.01%
91
52
$14.3K 0.01%
+149
53
$14K 0.01%
+130
54
$13.4K 0.01%
+220
55
$12.5K 0.01%
+99
56
$11.3K 0.01%
+197
57
$11.3K 0.01%
134
58
$11.2K 0.01%
180
59
$10.2K 0.01%
+67
60
$10.1K 0.01%
84
61
$8.61K ﹤0.01%
+48
62
$6.92K ﹤0.01%
+25
63
$1.82K ﹤0.01%
50
64
$1.5K ﹤0.01%
6
65
$1.37K ﹤0.01%
10,000
66
$1.36K ﹤0.01%
5
1 2
3