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
76
$577K 0.11%
+3,020
77
$572K 0.11%
+1,928
78
$563K 0.11%
+9,557
79
$561K 0.11%
+3,881
80
$550K 0.11%
+3,141
81
$545K 0.11%
+3,335
82
$542K 0.11%
+2,088
83
$539K 0.11%
+3,425
84
$528K 0.1%
+5,282
85
$520K 0.1%
+13,818
86
$482K 0.1%
+730
87
$470K 0.09%
+4,570
88
$464K 0.09%
+14,416
89
$433K 0.09%
+3,100
90
$430K 0.08%
+3,163
91
$429K 0.08%
+8,820
92
$428K 0.08%
+9,758
93
$420K 0.08%
+7,136
94
$410K 0.08%
+17,788
95
$408K 0.08%
+1,304
96
$407K 0.08%
+2,149
97
$403K 0.08%
+8,192
98
$402K 0.08%
+11,171
99
$396K 0.08%
+1,713
100
$394K 0.08%
+1,995
2 3
4
5 6