GWMR

GC Wealth Management RIA Portfolio holdings

AUM $2.72B
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.24M
3
+$1.41M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Top Sells

1
+$5.94M
2
+$2.6M
3
+$1.69M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.06M

Sector Composition

1 Technology 30.07%
2 Communication Services 7.17%
3 Healthcare 5.96%
4 Financials 4.92%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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283
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285
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288
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289
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290
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291
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