GWM

Grand Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 11.91%
This Quarter Est. Return
1 Year Est. Return
+11.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$2.16M
3
+$1.74M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.64M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.15M

Top Sells

1
+$868K
2
+$524K
3
+$434K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$312K
5
MSFT icon
Microsoft
MSFT
+$285K

Sector Composition

1 Technology 0.55%
2 Financials 0.14%
3 Healthcare 0.12%
4 Industrials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,396
77
– –
-24,234
78
– –
-4,565
1 2 3
4