GWA
Gutierrez Wealth Advisory Portfolio holdings
AUM
$159M
1-Year Est. Return
15.7%
This Fund
S&P 500
1 Year Est. Return
+15.7%
AUM
$159M
AUM Growth
+$2.84M
(+1.8%)
Holding
65
Top Buys
| 1 | +$603K | |
| 2 | +$527K | |
| 3 | +$525K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$450K |
| 5 |
Capital Group Core Plus Income ETF
CGCP
|
+$432K |
Top Sells
| 1 | +$905K | |
| 2 | +$790K | |
| 3 | +$728K | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$348K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$225K |
Sector Composition
| 1 | Communication Services | 2.15% |
| 2 | Technology | 1.89% |
| 3 | Consumer Staples | 1.24% |
| 4 | Financials | 1.15% |
| 5 | Industrials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total World Stock ETF
VT
$63.2B
| $350K | 0.22% |
2,480
+353
|
|
||
52
NVIDIA
NVDA
$4.45T
| $340K | 0.21% |
1,822
-224
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.67T
| $333K | 0.21% |
1,061
-53
|
|
||
54
Alerian MLP ETF
AMLP
$12B
| $332K | 0.21% |
7,070
|
|
||
|
55
Alphabet (Google) Class A
GOOGL
$3.67T
| $274K | 0.17% |
+876
|
|
||
56
TSMC
TSM
$1.85T
| $265K | 0.17% |
871
-318
|
|
||
57
Vanguard S&P 500 Value ETF
VOOV
$6.19B
| $234K | 0.15% |
1,141
+5
|
|
||
58
Vanguard Growth ETF
VUG
$196B
| $231K | 0.15% |
473
+1
|
|
||
|
VSDB
59
Vanguard Short Duration Bond ETF
VSDB
$264M
| $223K | 0.14% |
+2,910
|
|
||
60
iShares Core S&P Mid-Cap ETF
IJH
$111B
| $222K | 0.14% |
3,362
+8
|
|
||
61
Vanguard Mid-Cap ETF
VO
$95.4B
| $222K | 0.14% |
764
+2
|
|
||
62
iShares MSCI Emerging Markets ETF
EEM
$27.9B
| – | – |
-4,104
|
|
||
|
63
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.64B
| – | – |
-2,256
|
|
||
64
iShares S&P 500 Value ETF
IVE
$50.2B
| – | – |
-1,090
|
|