GWN Securities Inc.
GWN Securities, Inc. is a broker-dealer and registered investment adviser headquartered in Palm Beach Gardens, Florida. Founded in 2004, it is a majority-owned subsidiary of World Investment Network, Inc. GWN operates nationally, serving primarily independent financial advisors across the U.S., and provides resources for wealth management, investment research, insurance, and retirement products. The firm focuses on training and supporting hundreds of Independent Professional Financial Representatives who, in turn, serve individual clients, trusts, estates, businesses, and institutions. GWN has hundreds of representatives and an employee headcount likely in the low hundreds.
Investment Strategy
GWN Securities' investment philosophy centers on modern portfolio theory (MPT), aiming to align portfolio risk with expected returns through diversified asset allocations, mainly using mutual funds and ETFs. The firm maintains that markets are generally efficient and therefore focuses on long-term, risk-adjusted asset allocation strategies. Advisory services include managed account programs, mutual fund and variable annuity programs, ETF model portfolios, and comprehensive wealth planning, all tailored to the risk profiles and needs of investors served through its network of independent advisors.
Top Holdings
Equity Positions (388)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 2.67% | $14.4M | 23,242 | $564.36 | $617.85 | -$35.2M |
M MSFT | MICROSOFT CORP | 2.62% | $14.1M | 28,012 | $393.11 | $497.41 | -$11.7M |
V VGT | VANGUARD WORLD FD | 2.29% | $12.3M | 18,580 | $558.72 | $663.28 | -$14.2M |
I IVV | ISHARES TR | 2.18% | $11.8M | 18,841 | $565.42 | $620.90 | -$32.4M |
N NVDA | NVIDIA CORPORATION | 2.13% | $11.5M | 72,700 | $118.99 | $157.99 | -$27.3M |