GWA

Gratus Wealth Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 12%
This Quarter Est. Return
1 Year Est. Return
+12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.3M
3
+$8.72M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.43M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.47M

Top Sells

1
+$12.2M
2
+$8.54M
3
+$6.3M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$6.01M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.22M

Sector Composition

1 Technology 5.28%
2 Healthcare 3.34%
3 Financials 3.16%
4 Consumer Discretionary 1.64%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.55%
42,929
-2,071
27
$2.79M 0.51%
5,371
-83
28
$2.61M 0.48%
73,106
+258
29
$2.48M 0.46%
10,437
-229
30
$2.46M 0.45%
4,896
+375
31
$2.33M 0.43%
14,820
-50
32
$2.3M 0.42%
12,817
-145
33
$2.11M 0.39%
43,358
+5,452
34
$1.86M 0.34%
8,148
-98
35
$1.84M 0.34%
14,678
+933
36
$1.83M 0.34%
13,824
-397
37
$1.72M 0.32%
48,115
+513
38
$1.62M 0.3%
24,856
-187,454
39
$1.62M 0.3%
8,630
-59
40
$1.55M 0.28%
4,900
-12
41
$1.48M 0.27%
6,766
-275
42
$1.32M 0.24%
12,531
+1,961
43
$1.28M 0.23%
2,590
+211
44
$1.25M 0.23%
7,588
+187
45
$1.23M 0.23%
5,012
-8
46
$1.09M 0.2%
6,803
-315
47
$1.09M 0.2%
2,397
-74
48
$1.07M 0.2%
2,035
49
$1.05M 0.19%
29,373
+577
50
$1.04M 0.19%
3,828
-118
1
2
3 4 5