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
51
$1.26M 0.21%
3,283
52
$1.25M 0.2%
1,433
+117
53
$1.25M 0.2%
2,541
+111
54
$1.2M 0.2%
10,698
-474
55
$1.07M 0.18%
12,488
+770
56
$1.05M 0.17%
2,177
+209
57
$1.03M 0.17%
12,252
+190
58
$1.02M 0.17%
3,717
+121
59
$986K 0.16%
8,943
-762
60
$984K 0.16%
2,412
-20
61
$983K 0.16%
3,548
62
$980K 0.16%
7,818
-175
63
$979K 0.16%
4,132
+83
64
$965K 0.16%
5,190
65
$914K 0.15%
3,340
-534
66
$880K 0.14%
3,450
+348
67
$869K 0.14%
1,767
-154
68
$868K 0.14%
12,575
-791
69
$865K 0.14%
20,593
-137
70
$856K 0.14%
1,731
71
$850K 0.14%
1,411
72
$844K 0.14%
5,047
-334
73
$842K 0.14%
5,597
+424
74
$839K 0.14%
6,139
-1,151
75
$838K 0.14%
11,939
+1,136
1 2
3
4 5