GPW
Gray Private Wealth Portfolio holdings
AUM
$199M
1-Year Est. Return
16.58%
This Fund
S&P 500
1 Year Est. Return
+16.58%
AUM
$199M
AUM Growth
-$5.93M
(-2.9%)
Holding
52
Top Buys
| 1 | +$454K | |
| 2 | +$344K | |
| 3 | +$326K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$266K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$265K |
Top Sells
| 1 | +$591K | |
| 2 | +$250K | |
| 3 | +$207K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$177K |
| 5 |
Apple
AAPL
|
+$175K |
Sector Composition
| 1 | Technology | 3.19% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Financials | 0.72% |
| 4 | Healthcare | 0.71% |
| 5 | Communication Services | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 Growth ETF
IWO
$14.4B
| – | – |
-773
|
|
||
52
State Street Communication Services Select Sector SPDR ETF
XLC
$25.5B
| – | – |
-1,763
|
|