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
76
$323K 0.35%
+2,854
77
$320K 0.35%
+1,298
78
$316K 0.34%
+586
79
$315K 0.34%
+649
80
$306K 0.33%
+2,113
81
$305K 0.33%
+1,417
82
$304K 0.33%
+837
83
$302K 0.33%
+12,716
84
$301K 0.32%
+390
85
$301K 0.32%
+1,694
86
$289K 0.31%
+1,997
87
$283K 0.31%
+1,698
88
$281K 0.3%
+2,650
89
$279K 0.3%
+840
90
$274K 0.3%
+2,547
91
$274K 0.3%
+3,196
92
$272K 0.29%
+10,512
93
$267K 0.29%
+7,123
94
$265K 0.29%
+2,759
95
$262K 0.28%
+886
96
$260K 0.28%
+1,386
97
$254K 0.27%
+2,972
98
$252K 0.27%
+3,326
99
$243K 0.26%
+1,258
100
$240K 0.26%
+2,710
1 2 3
4
5