GBWM

Granite Bay Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$986M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$446M
3
+$144M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$94.3M
5
JHCB icon
John Hancock Corporate Bond ETF
JHCB
+$55.9M

Top Sells

1
+$109M
2
+$94.3M
3
+$63M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$59.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$49.3M

Sector Composition

1 Technology 9.11%
2 Financials 7.14%
3 Consumer Discretionary 3.57%
4 Communication Services 2.33%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-3,290
327
– –
-4,788
10 11 12 13
14