GWMR
CWS icon

GC Wealth Management RIA’s AdvisorShares Focused Equity ETF CWS Stock Holding History

GC Wealth Management RIA’s Portfolio CWS Stock Details CWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Sell
18,119
-1,556
-8% -$106K 0.05% 210
2025
Q4 		$1.35M Sell
19,675
-1,093
-5% -$75K 0.05% 201
2025
Q3 		$1.43M Buy
20,768
+2,771
+15% +$191K 0.05% 263
2025
Q2 		$1.26M Sell
17,997
-1,193
-6% -$79.2K 0.1% 173
2025
Q1 		$1.26M Buy
19,190
+491
+3% +$32.5K 0.23% 92
2024
Q4 		$1.21M Buy
18,699
+4,476
+31% +$309K 0.21% 98
2024
Q3 		$977K Buy
14,223
+1,281
+10% +$84.3K 0.17% 111
2024
Q2 		$805K Buy
12,942
+699
+6% +$43.4K 0.16% 118
2024
Q1 		$780K Buy
+12,243
New +$744K 0.16% 116

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $111M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return