GWS
Greykasell Wealth Strategies Portfolio holdings
AUM
$209M
This Quarter Return
+1.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Global 100 ETF
IOO
|
$9.01M |
| 2 |
Apple
AAPL
|
$7.69M |
| 3 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$6.59M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.51M |
| 5 |
SPDR Gold Trust
GLD
|
$5.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.32% |
| 2 | Financials | 5.87% |
| 3 | Communication Services | 5.7% |
| 4 | Consumer Discretionary | 5.36% |
| 5 | Industrials | 3.57% |
