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
276
$219K 0.04%
+1,423
277
$219K 0.04%
+735
278
$217K 0.04%
+887
279
$216K 0.04%
+1,215
280
$216K 0.04%
5,815
-8,293
281
$216K 0.04%
968
-70
282
$216K 0.04%
+3,447
283
$215K 0.04%
23,398
284
$212K 0.04%
+1,629
285
$211K 0.04%
+6,306
286
$205K 0.04%
+11,633
287
$204K 0.04%
+1,701
288
$202K 0.04%
+2,604
289
$201K 0.04%
+2,393
290
$200K 0.03%
2,984
+538
291
$167K 0.03%
12,856
292
$163K 0.03%
13,116
+149
293
$124K 0.02%
46,774
+11,883
294
$81.1K 0.01%
+25,034
295
$69.6K 0.01%
+13,648
296
$59.3K 0.01%
+11,357
297
– –
-4,610
298
– –
-23,351
299
– –
-332
300
– –
-728
9 10 11
12
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