GBWM
Granite Bay Wealth Management Portfolio holdings
AUM
$311M
1-Year Return
9.38%
This Quarter Return
+6.99%
1 Year Return
+9.38%
3 Year Return
+46.82%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.32%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$14.1M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$12.3M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$10.4M |
| 4 |
Apple
AAPL
|
$6.14M |
| 5 |
ARK Innovation ETF
ARKK
|
$5.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.13% |
| 2 | Consumer Discretionary | 7.16% |
| 3 | Financials | 5.46% |
| 4 | Materials | 3.24% |
| 5 | Consumer Staples | 1.36% |
