GWA

Gratus Wealth Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$35.5M
3
+$25.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$25M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.18%
2 Healthcare 3.34%
3 Financials 3.32%
4 Consumer Discretionary 1.74%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 0.66%
+11,059
27
$3.22M 0.63%
+53,971
28
$2.93M 0.58%
+45,000
29
$2.92M 0.58%
+72,848
30
$2.53M 0.5%
+5,454
31
$2.19M 0.43%
+10,666
32
$2.18M 0.43%
+14,870
33
$2.16M 0.43%
+4,521
34
$1.97M 0.39%
+12,962
35
$1.84M 0.36%
+8,246
36
$1.78M 0.35%
+37,906
37
$1.73M 0.34%
+8,689
38
$1.72M 0.34%
+4,912
39
$1.62M 0.32%
+7,041
40
$1.6M 0.32%
+47,602
41
$1.5M 0.3%
+13,745
42
$1.49M 0.29%
+11,382
43
$1.48M 0.29%
+14,221
44
$1.44M 0.28%
+57,287
45
$1.29M 0.25%
+7,581
46
$1.25M 0.25%
+2,379
47
$1.16M 0.23%
+10,570
48
$1.15M 0.23%
+7,401
49
$1.14M 0.23%
+7,118
50
$1.08M 0.21%
+5,020
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