GWM
Grand Wealth Management Portfolio holdings
AUM $195M
1-Year Return
11.91%
This Quarter Return
-0.39%
1 Year Return
+11.91%
3 Year Return
+42.48%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$2.55M
(+1.4%)
Cap. Flow
+$3.78M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
84.01%
Holding
69
New
3
Increased
21
Reduced
19
Closed
1
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
+$4.23M |
| 2 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$2.37M |
| 3 |
Avantis International Equity ETF
AVDE
|
+$1.24M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$878K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$429K |
Top Sells
Sector Composition
| 1 | Technology | 0.28% |
| 2 | Healthcare | 0.15% |
| 3 | Industrials | 0% |
