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
$612M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$1.44M
3
+$1.39M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.36M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.28M

Top Sells

1
+$13.5M
2
+$773K
3
+$471K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$220K
5
BP icon
BP
BP
+$210K

Sector Composition

1 Technology 6.07%
2 Financials 3.11%
3 Healthcare 3%
4 Consumer Discretionary 1.82%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.54%
76,225
+3,668
27
$2.86M 0.47%
15,510
+1,358
28
$2.8M 0.46%
4,900
+16
29
$2.7M 0.44%
76,034
-380,459
30
$2.55M 0.42%
5,267
+255
31
$2.43M 0.4%
42,556
+770
32
$2.4M 0.39%
13,292
+635
33
$2.3M 0.38%
13,776
-1,115
34
$2.28M 0.37%
56,982
+8,857
35
$2M 0.33%
7,458
-698
36
$1.97M 0.32%
8,974
+214
37
$1.89M 0.31%
17,435
+1,570
38
$1.78M 0.29%
7,863
-546
39
$1.69M 0.28%
4,745
-115
40
$1.68M 0.27%
7,174
+287
41
$1.67M 0.27%
29,524
+10,744
42
$1.58M 0.26%
5,122
+26
43
$1.55M 0.25%
1,721
+434
44
$1.47M 0.24%
7,061
+80
45
$1.44M 0.24%
7,442
46
$1.42M 0.23%
2,439
-46
47
$1.3M 0.21%
1,856
+174
48
$1.3M 0.21%
8,736
+111
49
$1.29M 0.21%
13,180
+4,628
50
$1.26M 0.21%
11,103
-808
1
2
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