GW

GW & Wade Portfolio holdings

AUM $3.08B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$871M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.58M
3
+$1.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.89M
5
HON icon
Honeywell
HON
+$1.78M

Top Sells

1
+$5.07M
2
+$2.13M
3
+$1.07M
4
T icon
AT&T
T
+$734K
5
QCOM icon
Qualcomm
QCOM
+$588K

Sector Composition

1 Technology 11.25%
2 Industrials 11.18%
3 Energy 10.81%
4 Financials 8.41%
5 Consumer Staples 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
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