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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
376
$1.76K ﹤0.01%
+9
377
$1.76K ﹤0.01%
+24
378
$1.71K ﹤0.01%
+3
379
$1.7K ﹤0.01%
+14
380
$1.65K ﹤0.01%
37
381
$1.64K ﹤0.01%
36
382
$1.63K ﹤0.01%
10
383
$1.59K ﹤0.01%
103
384
$1.58K ﹤0.01%
+7
385
$1.56K ﹤0.01%
+6
386
$1.54K ﹤0.01%
+5
387
$1.43K ﹤0.01%
+25
388
$1.32K ﹤0.01%
61
389
$1.25K ﹤0.01%
+12
390
$1.25K ﹤0.01%
+66
391
$1.23K ﹤0.01%
+2
392
$1.07K ﹤0.01%
71
393
$1.06K ﹤0.01%
+8
394
$1.02K ﹤0.01%
+26
395
$1.01K ﹤0.01%
+14
396
$982 ﹤0.01%
+5
397
$908 ﹤0.01%
+11
398
$897 ﹤0.01%
10
-41
399
$846 ﹤0.01%
+6
400
$728 ﹤0.01%
+6
13 14 15
16
17