GWS

Greykasell Wealth Strategies Portfolio holdings

AUM $237M
1-Year Est. Return 19.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.35M
3 +$551K
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$543K
5
GLD icon
SPDR Gold Trust
GLD
+$482K

Sector Composition

1 Technology 14.18%
2 Financials 6.41%
3 Communication Services 5.27%
4 Consumer Discretionary 4.9%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$30.8K 0.02%
+210
202
$30.1K 0.02%
+978
203
$30.1K 0.02%
+2,633
204
$29.6K 0.02%
+280
205
$27.1K 0.01%
+198
206
$26.4K 0.01%
+100
207
$25.6K 0.01%
+186
208
$25.5K 0.01%
+178
209
$25.2K 0.01%
+582
210
$25.2K 0.01%
+160
211
$24.7K 0.01%
+131
212
$24.4K 0.01%
+200
213
$24.2K 0.01%
+509
214
$23.3K 0.01%
+243
215
$23.2K 0.01%
+100
216
$22.6K 0.01%
+276
217
$22.4K 0.01%
+440
218
$22.2K 0.01%
+245
219
$21.7K 0.01%
+70
220
$21.7K 0.01%
+580
221
$21.6K 0.01%
+584
222
$20.1K 0.01%
+324
223
$20K 0.01%
+657
224
$19.5K 0.01%
+424
225
$19.4K 0.01%
+300