GWA
Gratus Wealth Advisors Portfolio holdings
AUM
$660M
This Quarter Return
+9.73%
1 Year Return
+12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$507M
AUM Growth
–
Cap. Flow
+$507M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.12%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Amgen
AMGN
$155B
| $221K | 0.04% | +766 | New | +$221K |
|
127
International Paper
IP
$26.2B
| $219K | 0.04% | +6,057 | New | +$219K |
|
128
Welltower
WELL
$113B
| $218K | 0.04% | +2,413 | New | +$218K |
|
129
Humana
HUM
$36.5B
| $206K | 0.04% | +450 | New | +$206K |
|