GWM
Gray Wealth Management Portfolio holdings
AUM
$264M
This Quarter Return
+1.2%
1 Year Return
+19.5%
3 Year Return
+22.07%
5 Year Return
+71.25%
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+4.1%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
49.71%
Holding
143
New
2
Increased
79
Reduced
35
Closed
11
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$1.85M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.54M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.27M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.16M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$1.15M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$302K |
| 2 |
Johnson & Johnson
JNJ
|
$285K |
| 3 |
Merck
MRK
|
$267K |
| 4 |
Cigna
CI
|
$242K |
| 5 |
Union Pacific
UNP
|
$234K |
Sector Composition
| 1 | Technology | 7.93% |
| 2 | Consumer Staples | 4.26% |
| 3 | Financials | 4.06% |
| 4 | Communication Services | 2.56% |
| 5 | Healthcare | 2.48% |
