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
$569M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.09M
3
+$2.67M
4
CB icon
Chubb
CB
+$2.26M
5
TXN icon
Texas Instruments
TXN
+$2.1M

Top Sells

1
+$9.17M
2
+$5.86M
3
+$2.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.3M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Technology 28.83%
2 Communication Services 6.99%
3 Financials 6.53%
4 Healthcare 5.34%
5 Real Estate 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.06%
+3,215
227
$331K 0.06%
11,100
-2,862
228
$327K 0.06%
2,938
+214
229
$326K 0.06%
13,914
+1,252
230
$321K 0.06%
31,532
-4,352
231
$320K 0.06%
892
-47
232
$319K 0.06%
2,233
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233
$318K 0.06%
4,074
234
$314K 0.06%
13,583
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235
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+5,749
236
$312K 0.05%
2,388
-49
237
$311K 0.05%
740
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238
$310K 0.05%
980
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239
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+4,229
240
$306K 0.05%
850
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241
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242
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243
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244
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245
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4,234
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246
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247
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11,257
-2,000
248
$285K 0.05%
1,659
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249
$284K 0.05%
9,287
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250
$281K 0.05%
2,078
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10
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