GWMR

GC Wealth Management RIA Portfolio holdings

AUM $3.04B
1-Year Est. Return 24.2%
This Quarter Est. Return
1 Year Est. Return
+24.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.36M
3
+$2.32M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.19M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.61M

Top Sells

1
+$2.88M
2
+$2.67M
3
+$2.34M
4
NVDA icon
NVIDIA
NVDA
+$1.3M
5
MSFT icon
Microsoft
MSFT
+$849K

Sector Composition

1 Technology 25.16%
2 Financials 7.05%
3 Communication Services 6.4%
4 Real Estate 5.88%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$348K 0.06%
1,363
227
$348K 0.06%
1,825
228
$347K 0.06%
11,716
+2,429
229
$345K 0.06%
6,753
230
$339K 0.06%
912
+62
231
$339K 0.06%
4,469
-113
232
$337K 0.06%
1,684
-1,222
233
$335K 0.06%
2,613
+119
234
$334K 0.06%
3,411
+142
235
$330K 0.06%
7,159
+2,181
236
$329K 0.06%
3,333
+395
237
$326K 0.06%
2,501
+113
238
$326K 0.06%
15,355
+1,441
239
$324K 0.06%
4,921
+692
240
$323K 0.06%
810
-82
241
$322K 0.06%
4,074
242
$320K 0.06%
6,610
+278
243
$316K 0.06%
6,196
-1,836
244
$315K 0.06%
4,386
+152
245
$315K 0.06%
+22,768
246
$307K 0.06%
+6,017
247
$302K 0.06%
4,888
-31
248
$301K 0.06%
9,539
-1,561
249
$300K 0.06%
+4,121
250
$299K 0.05%
11,257
8 9
10
11 12