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
$168M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$329K
3
+$310K
4
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$237K
5
GNTX icon
Gentex
GNTX
+$235K

Top Sells

1
+$2.55M
2
+$1.28M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$524K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$379K

Sector Composition

1 Technology 0.44%
2 Financials 0.29%
3 Consumer Discretionary 0.14%
4 Healthcare 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,058
77
– –
-83
78
– –
-1,178
1 2 3
4