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
$573M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.34M
3
+$2.47M
4
JPM icon
JPMorgan Chase
JPM
+$1.87M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.87M

Top Sells

1
+$7.9M
2
+$1.87M
3
+$1.34M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.02M
5
NFLX icon
Netflix
NFLX
+$850K

Sector Composition

1 Technology 27.54%
2 Healthcare 6.65%
3 Communication Services 6.28%
4 Financials 5.51%
5 Real Estate 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$372K 0.07%
26,171
+4,468
227
$367K 0.06%
2,684
-1
228
$367K 0.06%
20,187
+158
229
$366K 0.06%
6,967
230
$365K 0.06%
+13,899
231
$362K 0.06%
+3,484
232
$360K 0.06%
1,825
233
$359K 0.06%
834
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234
$357K 0.06%
6,753
235
$355K 0.06%
2,437
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236
$355K 0.06%
+13,257
237
$340K 0.06%
7,493
+1,864
238
$336K 0.06%
35,884
-10,174
239
$335K 0.06%
1,876
-32
240
$327K 0.06%
628
+53
241
$325K 0.06%
939
-50
242
$324K 0.06%
3,488
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243
$324K 0.06%
4,074
244
$322K 0.06%
2,590
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245
$319K 0.06%
616
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246
$318K 0.06%
+2,886
247
$318K 0.06%
9,404
+2,228
248
$317K 0.06%
4,761
+843
249
$315K 0.06%
5,030
+142
250
$304K 0.05%
2,469
-115
8 9
10
11 12