GPWM

Grant Private Wealth Management Portfolio holdings

AUM $166M
1-Year Est. Return 14.29%
This Quarter Est. Return
1 Year Est. Return
+14.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$6.65M
3
+$6.4M
4
KO icon
Coca-Cola
KO
+$6.27M
5
SO icon
Southern Company
SO
+$5.58M

Top Sells

1
+$4.54M
2
+$2.76M
3
+$2.47M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.22M
5
AVGO icon
Broadcom
AVGO
+$2.12M

Sector Composition

1 Financials 14.41%
2 Communication Services 13.29%
3 Technology 13.08%
4 Healthcare 7.95%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
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