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
$710M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.29M
3
+$1.17M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.05M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1M

Top Sells

1
+$948K
2
+$602K
3
+$548K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$327K
5
TFC icon
Truist Financial
TFC
+$325K

Sector Composition

1 Technology 6.65%
2 Financials 2.92%
3 Healthcare 2.3%
4 Communication Services 1.84%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
51
Marvell Technology
MRVL
$69.3B
$1.29M 0.18%
+15,374
AXP icon
52
American Express
AXP
$259B
$1.23M 0.17%
3,712
+28
CSX icon
53
CSX Corp
CSX
$68B
$1.2M 0.17%
33,766
+177
HWM icon
54
Howmet Aerospace
HWM
$77B
$1.12M 0.16%
5,730
+3,341
AFL icon
55
Aflac
AFL
$57.9B
$1.08M 0.15%
9,646
-444
GLD icon
56
SPDR Gold Trust
GLD
$147B
$1.07M 0.15%
3,020
CMG icon
57
Chipotle Mexican Grill
CMG
$48.9B
$1.07M 0.15%
27,341
-1,285
DUK icon
58
Duke Energy
DUK
$91.3B
$1.06M 0.15%
8,530
-71
AMP icon
59
Ameriprise Financial
AMP
$45.3B
$1.03M 0.15%
2,097
+16
V icon
60
Visa
V
$664B
$1.02M 0.14%
2,993
-188
CB icon
61
Chubb
CB
$123B
$961K 0.14%
3,404
-99
INTU icon
62
Intuit
INTU
$184B
$954K 0.13%
1,397
J icon
63
Jacobs Solutions
J
$15.7B
$916K 0.13%
6,112
+3
DD icon
64
DuPont de Nemours
DD
$17B
$915K 0.13%
28,059
-76
META icon
65
Meta Platforms (Facebook)
META
$1.64T
$900K 0.13%
1,226
-11
HD icon
66
Home Depot
HD
$355B
$885K 0.12%
2,183
-81
MRK icon
67
Merck
MRK
$246B
$876K 0.12%
10,438
-525
TOL icon
68
Toll Brothers
TOL
$13.2B
$838K 0.12%
6,064
+70
FIS icon
69
Fidelity National Information Services
FIS
$34.3B
$817K 0.12%
12,389
+170
SHEL icon
70
Shell
SHEL
$204B
$815K 0.11%
11,395
-67
TXN icon
71
Texas Instruments
TXN
$159B
$814K 0.11%
+4,431
XOM icon
72
Exxon Mobil
XOM
$495B
$763K 0.11%
6,769
-55
ACN icon
73
Accenture
ACN
$181B
$762K 0.11%
3,092
-79
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.11%
1
KR icon
75
Kroger
KR
$40.4B
$753K 0.11%
11,175
-11
1 2
3
4 5