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GHA
GW Henssler & Associates Portfolio holdings
AUM
$2.12B
1-Year Est. Return
20.77%
This Fund
S&P 500
1 Year Est. Return
+20.77%
AUM
$1.65B
AUM Growth
+$78.7M
(+5%)
Holding
239
Top Buys
| 1 | +$40.9M | |
| 2 | +$19.1M | |
| 3 | +$17.6M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$13.2M |
| 5 |
Verizon
VZ
|
+$6.13M |
Top Sells
| 1 | +$32.5M | |
| 2 | +$22.4M | |
| 3 | +$18.3M | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$4.81M |
| 5 |
MNR
Monmouth Real Estate Investment Corp
MNR
|
+$3.82M |
Sector Composition
| 1 | Healthcare | 14.63% |
| 2 | Financials | 14.14% |
| 3 | Consumer Staples | 12.03% |
| 4 | Energy | 10.11% |
| 5 | Technology | 10.09% |