GWM
Gray Wealth Management Portfolio holdings
AUM
$264M
This Quarter Return
-0.42%
1 Year Return
+19.5%
3 Year Return
+22.07%
5 Year Return
+71.25%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+3%)
Cap. Flow
+$8.28M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
50%
Holding
123
New
4
Increased
74
Reduced
27
Closed
3
Top Buys
| 1 |
iShares US Medical Devices ETF
IHI
|
$2.41M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$563K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$554K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$541K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$425K |
Top Sells
Sector Composition
| 1 | Technology | 6.09% |
| 2 | Consumer Staples | 3.84% |
| 3 | Financials | 3.09% |
| 4 | Healthcare | 2.96% |
| 5 | Communication Services | 2.62% |
