GPWM LLC Portfolio Holdings
Q3 2025•20 long positions•$164.1M portfolio value
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Holding20 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $20.9M 12.74% | +$602.0K Bought | — 281.1K shares | 273.0K → 281.1K +$602.0K | +2.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.1M 12.24% | -$406.1K Sold | — 335.1K shares | 341.9K → 335.1K −$406.1K | -1.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $19.2M 11.69% | +$141.4K Bought | — 383.2K shares | 380.3K → 383.2K +$141.4K | +0.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.8M 11.48% | -$73.0K Sold | — 61.2K shares | 61.4K → 61.2K −$73.0K | -0.39% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.7M 8.33% | -$19.6K Sold | — 53.8K shares | 53.8K → 53.8K −$19.6K | -0.14% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.6M 8.31% | +$233.2K Bought | — 269.4K shares | 264.8K → 269.4K +$233.2K | +1.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.4M 8.19% | +$279.2K Bought | — 271.8K shares | 266.1K → 271.8K +$279.2K | +2.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.3M 5.69% | -$225.3K Sold | — 172.2K shares | 176.4K → 172.2K −$225.3K | -2.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.3M 5.68% | +$71.8K Bought | — 50.0K shares | 49.6K → 50.0K +$71.8K | +0.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.8M 5.35% | +$146.8K Bought | — 96.1K shares | 94.5K → 96.1K +$146.8K | +1.7% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.1M 4.33% | -$66.7K Sold | — 49.8K shares | 50.3K → 49.8K −$66.7K | -0.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.8M 4.13% | +$14.6K Bought | — 32.5K shares | 32.4K → 32.5K +$14.6K | +0.22% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.75% | -$86.8K Sold | — 24.2K shares | 24.9K → 24.2K −$86.8K | -2.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $133.3K 0.081% | +$362.1 Bought | — 1.8K shares | 1.8K → 1.8K +$362.1 | +0.27% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1K 0.006% | — | — 389.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.8K 0.005% | — | — 295.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.6K 0.003% | — | — 242.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.9K 0.003% | — | — 176.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8K 0.002% | — | — 115.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7K 0.001% | — | — 78.0 shares | — | — | — — | Q4 2021 Held for 3y 11m |
