GWA
Gutierrez Wealth Advisory Portfolio holdings
AUM
$149M
This Quarter Return
-0.7%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16.4M |
| 2 |
Capital Group Growth ETF
CGGR
|
$12.9M |
| 3 |
Capital Group Dividend Value ETF
CGDV
|
$12.3M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10M |
| 5 |
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% |
