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
$183M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$879K
2 +$744K
3 +$508K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$497K
5
VB icon
Vanguard Small-Cap ETF
VB
+$310K

Top Sells

1 +$701K
2 +$335K
3 +$238K
4
IBM icon
IBM
IBM
+$217K
5
UNP icon
Union Pacific
UNP
+$208K

Sector Composition

1 Technology 6.67%
2 Consumer Staples 4.62%
3 Healthcare 3.77%
4 Financials 2.82%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,544
127
-1,005