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
51
$479K 0.52%
+2,180
52
$461K 0.5%
+4,281
53
$446K 0.48%
+4,933
54
$440K 0.47%
+826
55
$424K 0.46%
+7,320
56
$417K 0.45%
+938
57
$405K 0.44%
+5,361
58
$403K 0.43%
+6,472
59
$392K 0.42%
+2,409
60
$383K 0.41%
+2,850
61
$378K 0.41%
+2,862
62
$376K 0.41%
+6,665
63
$374K 0.4%
+2,954
64
$365K 0.39%
+2,450
65
$363K 0.39%
+3,647
66
$362K 0.39%
+6,107
67
$338K 0.36%
+642
68
$336K 0.36%
+3,990
69
$336K 0.36%
+16,737
70
$335K 0.36%
+2,600
71
$331K 0.36%
+858
72
$330K 0.36%
+30,626
73
$330K 0.36%
+2,984
74
$327K 0.35%
+5,781
75
$324K 0.35%
+7,367
1 2
3
4 5