GWM

Gray Wealth Management Portfolio holdings

AUM $264M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.29M
3
+$5.92M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.6M
5
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.24%
+1,248
77
$221K 0.24%
+3,038
78
$219K 0.24%
+2,368
79
$203K 0.22%
+11,258
80
$202K 0.22%
+3,603
81
$174K 0.19%
+10,000
1 2 3
4