GWM
Gray Wealth Management Portfolio holdings
AUM
$264M
This Quarter Return
+5.96%
1 Year Return
+19.5%
3 Year Return
+22.07%
5 Year Return
+71.25%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+8.5%)
Cap. Flow
+$5.69M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
47.54%
Holding
134
New
11
Increased
58
Reduced
49
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$892K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$888K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$574K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$481K |
| 5 |
Vanguard Growth ETF
VUG
|
$474K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$535K |
| 2 |
Apple
AAPL
|
$360K |
| 3 |
Vanguard Energy ETF
VDE
|
$287K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$226K |
| 5 |
Consolidated Edison
ED
|
$207K |
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Consumer Staples | 4.6% |
| 3 | Healthcare | 3.75% |
| 4 | Financials | 2.98% |
| 5 | Industrials | 2.43% |
