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
$163M
AUM Growth
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$694K
3
+$644K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$505K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$310K

Top Sells

1
+$697K
2
+$560K
3
+$476K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$263K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$244K

Sector Composition

1 Technology 0.68%
2 Financials 0.29%
3 Healthcare 0%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-21
77
– –
-2,000
78
– –
-93
79
– –
-58
1 2 3
4