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
$339M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.47M
3
+$2.77M
4
IP icon
International Paper
IP
+$2.22M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.04M

Top Sells

1
+$4.56M
2
+$4.54M
3
+$698K
4
DOL icon
WisdomTree International LargeCap Dividend Fund
DOL
+$562K
5
KMB icon
Kimberly-Clark
KMB
+$519K

Sector Composition

1 Consumer Staples 10.57%
2 Industrials 9.52%
3 Technology 7.93%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-67,969
77
– –
-10,823
78
– –
-10,987
1 2 3
4