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GWS

Greykasell Wealth Strategies Portfolio holdings

AUM $248M
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.13M
3
+$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.96M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.86M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.08M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$892K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$729K

Sector Composition

1 Technology 17.08%
2 Communication Services 6.1%
3 Financials 5.97%
4 Consumer Discretionary 4.82%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.3K 0.01%
+563
277
$17.2K 0.01%
24
+1
278
$16.2K 0.01%
21
279
$15.9K 0.01%
560
280
$15.5K 0.01%
172
281
$15.2K 0.01%
+1,250
282
$15K 0.01%
+157
283
$14.8K 0.01%
120
284
$14.8K 0.01%
+129
285
$14.8K 0.01%
323
286
$14.4K 0.01%
100
287
$13.6K 0.01%
74
+42
288
$13.5K 0.01%
+204
289
$13.3K 0.01%
200
290
$12.9K 0.01%
136
-54
291
$12.9K 0.01%
17
292
$12.7K 0.01%
499
-190
293
$12.5K 0.01%
+333
294
$12.1K 0.01%
43
+23
295
$11.6K ﹤0.01%
509
+12
296
$10.9K ﹤0.01%
+75
297
$10.3K ﹤0.01%
+236
298
$10.3K ﹤0.01%
72
299
$10.1K ﹤0.01%
150
300
$9.91K ﹤0.01%
32
10 11
12
13 14