We are live on ! Find out more
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
$248M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Sells

1 +$736K
2 +$715K
3 +$561K
4
WDAY icon
Workday
WDAY
+$295K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$244K

Sector Composition

1 Technology 14.44%
2 Communication Services 6.09%
3 Financials 6.06%
4 Consumer Discretionary 4.71%
5 Industrials 4.23%