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
101
$235K 0.25%
+1,294
102
$232K 0.25%
+2,569
103
$225K 0.24%
+1,866
104
$224K 0.24%
+462
105
$213K 0.23%
+3,537
106
$213K 0.23%
+470
107
$209K 0.23%
+14,518
108
$209K 0.23%
+630
109
$203K 0.22%
+4,088
110
$202K 0.22%
+3,862
111
$24.9K 0.03%
+50
1 2 3 4
5