GWMR

GC Wealth Management RIA Portfolio holdings

AUM $1.22B
1-Year Est. Return 21.89%
This Quarter Est. Return
1 Year Est. Return
+21.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.25M
3
+$1.46M
4
GS icon
Goldman Sachs
GS
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$5.71M
2
+$2.66M
3
+$1.7M
4
WRK
WestRock Company
WRK
+$1.68M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 30.07%
2 Communication Services 7.17%
3 Healthcare 5.96%
4 Financials 4.92%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$301K 0.06%
3,498
227
$301K 0.06%
1,165
-45
228
$293K 0.06%
3,482
-422
229
$291K 0.06%
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230
$290K 0.06%
989
-48
231
$286K 0.06%
2,690
-2,440
232
$282K 0.06%
25,242
-11,556
233
$282K 0.06%
4,888
234
$281K 0.06%
21,703
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235
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236
$277K 0.05%
1,590
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237
$277K 0.05%
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238
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239
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2,312
240
$266K 0.05%
2,074
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241
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332
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242
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243
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244
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2,760
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245
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1,369
-181
246
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247
$235K 0.05%
4,700
248
$232K 0.05%
+5,629
249
$229K 0.05%
+23,398
250
$226K 0.04%
+13,709
8 9
10
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