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
251
$299K 0.05%
1,042
+14
252
$298K 0.05%
1,568
-22
253
$294K 0.05%
+12,662
254
$293K 0.05%
+2,171
255
$293K 0.05%
2,547
-49
256
$290K 0.05%
2,078
+4
257
$283K 0.05%
10,035
258
$281K 0.05%
+3,559
259
$277K 0.05%
97,111
260
$274K 0.05%
15,090
+1,381
261
$271K 0.05%
+1,141
262
$267K 0.05%
2,376
-50
263
$262K 0.05%
2,724
-210
264
$257K 0.04%
519
-17
265
$256K 0.04%
2,668
-92
266
$254K 0.04%
+6,245
267
$252K 0.04%
4,700
268
$251K 0.04%
1,981
-515
269
$240K 0.04%
+4,245
270
$239K 0.04%
5,328
-684
271
$236K 0.04%
2,794
-220
272
$235K 0.04%
4,978
273
$228K 0.04%
3,085
-166
274
$225K 0.04%
3,835
+66
275
$224K 0.04%
1,907
+10
9 10
11
12 13