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
276
$237K 0.04%
+3,598
277
$233K 0.04%
1,304
+101
278
$232K 0.04%
+2,528
279
$232K 0.04%
952
-36
280
$231K 0.04%
1,907
281
$231K 0.04%
+3,171
282
$228K 0.04%
+2,385
283
$227K 0.04%
15,962
+1,334
284
$227K 0.04%
1,105
-44
285
$226K 0.04%
+2,868
286
$226K 0.04%
1,253
-156
287
$225K 0.04%
1,195
-3
288
$224K 0.04%
+1,083
289
$222K 0.04%
18,636
-12,896
290
$219K 0.04%
+3,094
291
$219K 0.04%
1,567
+9
292
$219K 0.04%
+451
293
$212K 0.04%
+646
294
$207K 0.04%
+2,238
295
$205K 0.04%
4,125
-84
296
$205K 0.04%
+3,141
297
$205K 0.04%
+1,878
298
$202K 0.04%
+3,423
299
$202K 0.04%
+1,825
300
$202K 0.04%
4,062
-8,065
10 11
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