GWA

Gutierrez Wealth Advisory Portfolio holdings

AUM $149M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.9M
3
+$12.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$8.16M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.04%
2 Communication Services 2.39%
3 Technology 2.35%
4 Financials 0.88%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.34%
+7,528
27
$395K 0.33%
+1,373
28
$369K 0.3%
+11,079
29
$365K 0.3%
+4,833
30
$349K 0.29%
+592
31
$340K 0.28%
+7,070
32
$335K 0.28%
+1,159
33
$318K 0.26%
+1,219
34
$314K 0.26%
+1,589
35
$307K 0.25%
+2,384
36
$278K 0.23%
+1,458
37
$263K 0.22%
+935
38
$263K 0.22%
+2,184
39
$252K 0.21%
+327
40
$244K 0.2%
+1,114
41
$232K 0.19%
+1,057
42
$230K 0.19%
+454
43
$224K 0.18%
+1,668
44
$217K 0.18%
+883
45
$203K 0.17%
+770
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