GWA
Gutierrez Wealth Advisory Portfolio holdings
AUM
$149M
1 Year Est. Return
–
AUM
$149M
AUM Growth
+$26M
(+21%)
Holding
63
Top Buys
| 1 | +$3.86M | |
| 2 | +$3.14M | |
| 3 | +$1.92M | |
| 4 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
+$1.55M |
| 5 |
CGHM
Capital Group Municipal High-Income ETF
CGHM
|
+$1.25M |
Top Sells
| 1 | +$2.47M | |
| 2 | +$973K | |
| 3 | +$926K | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$430K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$333K |
Sector Composition
| 1 | Consumer Staples | 2.7% |
| 2 | Communication Services | 2.31% |
| 3 | Technology | 2.13% |
| 4 | Financials | 1.01% |
| 5 | Industrials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$3.07T
| $237K | 0.16% |
1,335
-123
|
|
||
52
iShares S&P 500 Value ETF
IVE
$41.7B
| $214K | 0.14% |
+1,096
|
|
||
53
Vanguard S&P 500 Value ETF
VOOV
$5.7B
| $213K | 0.14% |
+1,131
|
|
||
54
Vanguard Mid-Cap ETF
VO
$87.5B
| $213K | 0.14% |
+760
|
|
||
55
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| $207K | 0.14% |
3,343
-227
|
|
||
56
Vanguard Growth ETF
VUG
$195B
| $207K | 0.14% |
+472
|
|
||
57
Amazon
AMZN
$2.27T
| $206K | 0.14% |
941
-137
|
|
||
58
FedEx
FDX
$56.1B
| $203K | 0.14% |
892
-74
|
|
||
59
Lucid Motors
LCID
$6.03B
| $21.1K | 0.01% |
1,001
|
|
||
60
Eli Lilly
LLY
$720B
| – | – |
-347
|
|
||
61
SAP
SAP
$318B
| – | – |
-830
|
|
||
62
UnitedHealth
UNH
$323B
| – | – |
-430
|
|
||
63
Exxon Mobil
XOM
$479B
| – | – |
-1,948
|
|