GFWA
Grey Fox Wealth Advisors Portfolio holdings
AUM
$491M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$491M
AUM Growth
+$71M
(+17%)
Holding
664
Top Buys
| 1 | +$4.12M | |
| 2 | +$3.4M | |
| 3 | +$2.93M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.22M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.24M |
Top Sells
| 1 | +$327K | |
| 2 | +$255K | |
| 3 | +$173K | |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
+$152K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$90.7K |
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Healthcare | 1.19% |
| 3 | Financials | 1.09% |
| 4 | Communication Services | 0.99% |
| 5 | Consumer Discretionary | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
FIVE9
FIVN
$1.54B
| $24 | ﹤0.01% |
+1
|
|
||
602
Playboy Inc
PLBY
$197M
| $24 | ﹤0.01% |
+16
|
|
||
603
Catalyst Pharmaceutical
CPRX
$2.78B
| $20 | ﹤0.01% |
+1
|
|
||
604
CubeSmart
CUBE
$8.45B
| – | – |
-5,989
|
|
||
605
Energy Transfer Partners
ET
$57B
| – | – |
-18,050
|
|