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 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
201
$30.6K 0.02%
+504
202
$29.9K 0.02%
+97
203
$29.7K 0.02%
+1,464
204
$29.6K 0.02%
+575
205
$29.4K 0.02%
+1,743
206
$29.3K 0.02%
+192
207
$28.8K 0.02%
+212
208
$28.6K 0.02%
+205
209
$28.3K 0.02%
+256
210
$28.1K 0.02%
+653
211
$27.1K 0.02%
+123
212
$26.9K 0.02%
+9,777
213
$26.8K 0.02%
+55
214
$26.3K 0.02%
+56
215
$26.2K 0.02%
+300
216
$26.2K 0.02%
+13
217
$25.5K 0.02%
+366
218
$25.4K 0.02%
+551
219
$25K 0.02%
+131
220
$24.6K 0.02%
+1,000
221
$24.1K 0.02%
+1,615
222
$23.3K 0.02%
+751
223
$22.8K 0.02%
+720
224
$22K 0.01%
+711
225
$21.5K 0.01%
+564