GWA
Gratus Wealth Advisors Portfolio holdings
AUM
$660M
This Quarter Return
+8.91%
1 Year Return
+12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$660M
AUM Growth
+$660M
(+8.4%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
61.04%
Holding
138
New
10
Increased
38
Reduced
58
Closed
8
Top Buys
| 1 |
Capital One
COF
|
$1.32M |
| 2 |
CSX Corp
CSX
|
$828K |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$684K |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$665K |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$642K |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$949K |
| 2 |
Union Pacific
UNP
|
$743K |
| 3 |
TSMC
TSM
|
$558K |
| 4 |
Netflix
NFLX
|
$494K |
| 5 |
Bank of America
BAC
|
$402K |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 3.16% |
| 3 | Healthcare | 2.44% |
| 4 | Communication Services | 1.68% |
| 5 | Consumer Discretionary | 1.48% |
