GPWM

Grant Private Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.62M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$4.29M
5
TSLA icon
Tesla
TSLA
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.43%
2 Communication Services 13.68%
3 Consumer Discretionary 11.78%
4 Financials 8.27%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$872K 0.94%
+23,454
27
$865K 0.93%
+2,736
28
$820K 0.88%
+800
29
$818K 0.88%
+11,320
30
$815K 0.88%
+1,595
31
$784K 0.85%
+1,872
32
$756K 0.82%
+1,284
33
$746K 0.8%
+18,651
34
$719K 0.78%
+3,836
35
$699K 0.75%
+3,701
36
$673K 0.73%
+1,331
37
$652K 0.7%
+5,856
38
$618K 0.67%
+7,272
39
$576K 0.62%
+16,360
40
$558K 0.6%
+7,948
41
$553K 0.6%
+4,798
42
$522K 0.56%
+891
43
$511K 0.55%
+1,314
44
$510K 0.55%
+3,043
45
$503K 0.54%
+549
46
$502K 0.54%
+1,730
47
$489K 0.53%
+2,642
48
$488K 0.53%
+2,707
49
$487K 0.53%
+3,096
50
$484K 0.52%
+5,362
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