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
101
$393K 0.08%
+2,106
102
$375K 0.07%
+21,018
103
$373K 0.07%
+2,624
104
$348K 0.07%
+4,229
105
$344K 0.07%
+6,205
106
$340K 0.07%
+6,726
107
$338K 0.07%
+11,746
108
$335K 0.07%
+5,584
109
$333K 0.07%
+833
110
$331K 0.07%
+4,632
111
$320K 0.06%
+3,405
112
$320K 0.06%
+7,887
113
$314K 0.06%
+1,675
114
$310K 0.06%
+1,823
115
$301K 0.06%
+2,019
116
$298K 0.06%
+2,875
117
$294K 0.06%
+1,204
118
$290K 0.06%
+5,646
119
$288K 0.06%
+328
120
$286K 0.06%
+1,196
121
$262K 0.05%
+74
122
$255K 0.05%
+2,654
123
$240K 0.05%
+93
124
$238K 0.05%
+5,905
125
$226K 0.04%
+3,720
2 3 4
5
6