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
$179M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.94M
3
+$1.36M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.29M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$856K

Top Sells

1
+$2.58M
2
+$942K
3
+$719K
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$251K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$52K

Sector Composition

1 Technology 0.31%
2 Healthcare 0.13%
3 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.8K 0.01%
130
52
$15.1K 0.01%
149
53
$12.8K 0.01%
99
54
$12.5K 0.01%
129
-1
55
$11.2K 0.01%
180
56
$11.2K 0.01%
147
+13
57
$10.7K 0.01%
67
58
$10.6K 0.01%
191
-29
59
$9.34K 0.01%
178
-19
60
$9K 0.01%
74
-10
61
$8.55K ﹤0.01%
48
62
$7.22K ﹤0.01%
25
63
$3.62K ﹤0.01%
+102
64
$3.01K ﹤0.01%
+115
65
$1.67K ﹤0.01%
50
66
$1.2K ﹤0.01%
10,000
67
– –
-8,530
68
– –
-6
69
– –
-5
1 2
3