GFWA

Grey Fox Wealth Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.7M
3
+$9.88M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$8.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.75%
2 Technology 3.93%
3 Financials 2.74%
4 Consumer Discretionary 2.32%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.6K 0.01%
+168
252
$15.6K 0.01%
+157
253
$15.2K 0.01%
+1,961
254
$15.1K 0.01%
+45
255
$15.1K 0.01%
+44
256
$14.6K 0.01%
+333
257
$14.6K 0.01%
+2,272
258
$14.5K 0.01%
+59
259
$14.5K 0.01%
+247
260
$14.5K 0.01%
+611
261
$14.1K 0.01%
+42
262
$14.1K 0.01%
+228
263
$14K 0.01%
+120
264
$13.9K 0.01%
+150
265
$13.6K 0.01%
+240
266
$13.5K 0.01%
+65
267
$13.2K 0.01%
+50
268
$13.1K 0.01%
+92
269
$13K 0.01%
+96
270
$12.9K 0.01%
+60
271
$12.5K 0.01%
+100
272
$12.4K 0.01%
+214
273
$12.3K 0.01%
+140
274
$12.2K 0.01%
+146
275
$12K 0.01%
+207
9 10
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