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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
351
$3.52K ﹤0.01%
+9
352
$3.49K ﹤0.01%
+11
353
$3.38K ﹤0.01%
67
354
$3.36K ﹤0.01%
40
355
$3.24K ﹤0.01%
116
356
$3.21K ﹤0.01%
138
-86
357
$3.2K ﹤0.01%
40
358
$3.17K ﹤0.01%
60
359
$3.07K ﹤0.01%
92
360
$3.07K ﹤0.01%
+10
361
$3.02K ﹤0.01%
+20
362
$2.94K ﹤0.01%
36
363
$2.86K ﹤0.01%
+26
364
$2.42K ﹤0.01%
23
365
$2.27K ﹤0.01%
40
366
$2.25K ﹤0.01%
12
367
$2.16K ﹤0.01%
+3
368
$2.15K ﹤0.01%
+15
369
$2.03K ﹤0.01%
+10
370
$1.87K ﹤0.01%
+4
371
$1.82K ﹤0.01%
+4
372
$1.8K ﹤0.01%
+56
373
$1.78K ﹤0.01%
+18
374
$1.77K ﹤0.01%
+11
375
$1.76K ﹤0.01%
+45
13 14
15
16 17