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
126
$259K 0.04%
1,977
-189
127
$253K 0.04%
2,460
-310
128
$245K 0.04%
3,961
+9
129
$227K 0.04%
4,324
-2,533
130
$222K 0.04%
12,250
131
$218K 0.04%
+418
132
$218K 0.04%
1,257
133
$205K 0.03%
1,000
-43
134
– –
-5,941
135
– –
-6,311
136
– –
-10,249
2 3 4 5
6