GWA
Gratus Wealth Advisors Portfolio holdings
AUM
$660M
1-Year Est. Return
12%
1 Year Est. Return
+12%
AUM
$609M
AUM Growth
-$15.6M
(-2.5%)
Holding
135
Top Buys
| 1 | +$29.8M | |
| 2 | +$8.33M | |
| 3 | +$1.34M | |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$1.28M |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$1.06M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$7.12M | |
| 3 | +$4.45M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.31M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.13M |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Financials | 3.34% |
| 3 | Healthcare | 2.82% |
| 4 | Communication Services | 1.69% |
| 5 | Consumer Discretionary | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.85B
| $201K | 0.03% |
+9,708
|
|
||
127
BP
BP
$84.1B
| $201K | 0.03% |
+5,941
|
|
||
128
Arrowhead Research
ARWR
$5.39B
| $156K | 0.03% |
12,250
|
|
||
129
International Paper
IP
$24.6B
| – | – |
-6,057
|
|
||
130
Marriott International
MAR
$70.3B
| – | – |
-3,447
|
|
||
131
WisdomTree US Quality Growth Fund
QGRW
$1.75B
| – | – |
-144,542
|
|
||
132
Regeneron Pharmaceuticals
REGN
$60.3B
| – | – |
-290
|
|
||
133
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.1B
| – | – |
-4,879
|
|
||
134
Walmart
WMT
$849B
| – | – |
-4,020
|
|
||
135
Hologic
HOLX
$15.2B
| – | – |
-3,297
|
|