GWM
Gray Wealth Management Portfolio holdings
AUM
$264M
This Quarter Return
-15.76%
1 Year Return
+19.5%
3 Year Return
+22.07%
5 Year Return
+71.25%
10 Year Return
–
AUM
$91.1M
AUM Growth
–
Cap. Flow
+$91.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.61%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.29M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.92M |
| 4 |
Vanguard Growth ETF
VUG
|
$5.6M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$3.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.11% |
| 2 | Consumer Staples | 5.1% |
| 3 | Communication Services | 3.03% |
| 4 | Healthcare | 2.71% |
| 5 | Financials | 2.24% |
