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
251
$278K 0.05%
+1,409
252
$274K 0.05%
10,035
253
$271K 0.05%
+824
254
$269K 0.05%
+1,558
255
$264K 0.05%
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256
$264K 0.05%
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257
$258K 0.05%
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258
$256K 0.05%
14,628
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259
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260
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261
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1,152
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262
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263
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264
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265
$226K 0.04%
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266
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267
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268
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269
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270
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272
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273
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274
$215K 0.04%
834
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275
$214K 0.04%
1,907
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11
12 13