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
$184M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.72M
3
+$1.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.03M

Top Sells

1
+$1.97M
2
+$962K
3
+$773K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$747K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$310K

Sector Composition

1 Technology 1.11%
2 Financials 0.27%
3 Consumer Discretionary 0.13%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-143
77
– –
-36,639
78
– –
-788
1 2 3
4