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
251
$298K 0.05%
696
-163
252
$293K 0.05%
2,494
+10
253
$284K 0.05%
6,251
+906
254
$282K 0.05%
419
-44
255
$282K 0.05%
1,347
+195
256
$281K 0.05%
10,035
257
$277K 0.05%
2,875
+270
258
$276K 0.05%
9,576
-4,007
259
$275K 0.05%
1,410
-249
260
$273K 0.05%
628
+43
261
$268K 0.05%
+4,646
262
$265K 0.05%
+1,205
263
$264K 0.05%
+1,543
264
$261K 0.05%
2,097
+19
265
$254K 0.05%
+1,001
266
$252K 0.05%
+2,765
267
$250K 0.05%
+7,149
268
$247K 0.05%
3,377
-202
269
$247K 0.05%
+993
270
$245K 0.05%
11,416
+968
271
$241K 0.04%
+8,494
272
$241K 0.04%
2,148
-20
273
$240K 0.04%
254
+2
274
$239K 0.04%
942
-38
275
$237K 0.04%
1,106
+97
9 10
11
12 13