GW
GW & Wade Portfolio holdings
AUM
$3.08B
1-Year Return
18.99%
This Quarter Return
+2.47%
1 Year Return
+18.99%
3 Year Return
+32.19%
5 Year Return
+95.75%
10 Year Return
+162.41%
AUM
$1.17B
AUM Growth
+$73.2M
(+6.7%)
Cap. Flow
+$51M
Cap. Flow
% of AUM
4.35%
Top 10 Holdings %
Top 10 Hldgs %
33.95%
Holding
244
New
10
Increased
128
Reduced
67
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.69M |
| 2 |
Boston Scientific
BSX
|
$6M |
| 3 |
Vodafone
VOD
|
$4.05M |
| 4 |
EV
Eaton Vance Corp.
EV
|
$3.88M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$3.65M |
Top Sells
Sector Composition
| 1 | Technology | 11.5% |
| 2 | Industrials | 7.86% |
| 3 | Consumer Staples | 7.52% |
| 4 | Healthcare | 6.84% |
| 5 | Energy | 6.72% |
