GS
GWN Securities Portfolio holdings
AUM
$432M
1-Year Est. Return
17.05%
1 Year Est. Return
+17.05%
AUM
$432M
AUM Growth
-$107M
(-20%)
Holding
456
Top Buys
| 1 | +$8.54M | |
| 2 | +$3.15M | |
| 3 | +$2.76M | |
| 4 |
Chubb
CB
|
+$2.71M |
| 5 |
Motorola Solutions
MSI
|
+$2.58M |
Top Sells
| 1 | +$7.77M | |
| 2 | +$7.46M | |
| 3 | +$7M | |
| 4 |
Lockheed Martin
LMT
|
+$6.33M |
| 5 |
Pfizer
PFE
|
+$5.95M |
Sector Composition
| 1 | Technology | 8.86% |
| 2 | Healthcare | 5.7% |
| 3 | Consumer Staples | 5.54% |
| 4 | Industrials | 4.23% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
ChargePoint
CHPT
$165M
| – | – |
-1,432
|
|
||
452
Colgate-Palmolive
CL
$68.1B
| – | – |
-3,063
|
|
||
453
Clorox
CLX
$13.4B
| – | – |
-21,291
|
|
||
454
CrowdStrike
CRWD
$114B
| – | – |
-403
|
|
||
455
Simplify Managed Futures Strategy ETF
CTA
$1.2B
| – | – |
-11,946
|
|
||
456
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
| – | – |
-10,532
|
|