GWM

Grand Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.37M
3
+$1.24M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$878K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$429K

Top Sells

1
+$2.65M
2
+$2.3M
3
+$864K
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$259K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$237K

Sector Composition

1 Technology 0.28%
2 Healthcare 0.15%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.8K 0.01%
130
52
$15.9K 0.01%
93
+45
53
$13.8K 0.01%
149
54
$12.1K 0.01%
99
55
$12K 0.01%
147
56
$11.2K 0.01%
+121
57
$10.5K 0.01%
191
58
$10.5K 0.01%
180
59
$10.5K 0.01%
178
60
$10.5K 0.01%
+127
61
$9.41K 0.01%
67
62
$8.5K ﹤0.01%
74
63
$7.9K ﹤0.01%
201
+99
64
$6.77K ﹤0.01%
25
65
$6.72K ﹤0.01%
248
+133
66
$6.01K ﹤0.01%
60
-69
67
$1.75K ﹤0.01%
50
68
$580 ﹤0.01%
10,000
69
– –
-660
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3