GS

GWN Securities Portfolio holdings

AUM $432M
1-Year Est. Return 17.05%
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$17.1M
3 +$13.1M
4
MSFT icon
Microsoft
MSFT
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.27%
2 Consumer Discretionary 7.43%
3 Consumer Staples 6.89%
4 Financials 6.74%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$94.6K 0.03%
+13,367
352
$94.5K 0.03%
+10,763
353
$89.5K 0.02%
+10,180
354
$72.4K 0.02%
+13,098
355
$67K 0.02%
+20,646
356
$44K 0.01%
+10,915
357
$10.1K ﹤0.01%
+13,432