GRUBMAN WEALTH Overview

Grubman Wealth Management is an investment advisor that manages 257.1 MM dollars in regulatory AUM and has 8 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 136MM in positions, representing 53% of the manager's regulatory AUM.

GRUBMAN WEALTH StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GRUBMAN WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 14.64% ETF 4.19% 0.38% 0 7%
IWB 14.01% ETF 1.58% 0% 0 4%
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FEATURED IN
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GRUBMAN WEALTH Founders and Key Employees

Name Title In Position Since
Audrey Grubman President & Chief Compliance Officer March-1996

GRUBMAN WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

GRUBMAN WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

GWM’s President/Wealth Manager Audrey Grubman and Wealth Manager/Portfolio Manager Paul Perrino work together to conduct analysis of all securities recommended for client accounts. This analysis varies depending on the security in question.

For bonds the analysis generally includes a review of:

 The embedded provisions and options;

 The maturity and duration of the issue;

 The coupon and yield of the issue;

 The issuer’s backing and insurance;

 The credit rating, outlook, and watch issued by industry credit rating agencies, such as S&P and
Moody’s; and

 Any other factors considered relevant.

For mutual funds and ETFs the analysis generally includes a review of:

 The fund’s historical risk and return characteristics;

 The fund’s associated benchmark;

...
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GRUBMAN WEALTH Portfolio Concentration

GRUBMAN WEALTH Location

2040 BANCROFT WAY
SUITE 300
BERKELEY, California
UNITED STATES, 94704

GRUBMAN WEALTH Contact Information

Phone Number: 510-883-1350
Fax Number: 510-548-3148
Website:

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