GWA
Gratus Wealth Advisors Portfolio holdings
AUM
$660M
This Quarter Return
+2.89%
1 Year Return
+12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$580M
AUM Growth
+$580M
(+6.5%)
Cap. Flow
+$1.82M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
55.87%
Holding
140
New
6
Increased
46
Reduced
58
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.76M |
| 2 |
Chipotle Mexican Grill
CMG
|
$989K |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$966K |
| 4 |
GE Aerospace
GE
|
$826K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$780K |
Top Sells
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Healthcare | 3.1% |
| 3 | Financials | 3.03% |
| 4 | Consumer Discretionary | 1.67% |
| 5 | Communication Services | 1.6% |
