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
$507M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.25M
3
+$1.46M
4
GS icon
Goldman Sachs
GS
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$5.71M
2
+$2.66M
3
+$1.7M
4
WRK
WestRock Company
WRK
+$1.68M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

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
26
$4.11M 0.81%
42,781
-647
27
$3.92M 0.77%
61,743
+1,177
28
$3.44M 0.68%
6,813
-318
29
$3.4M 0.67%
14,058
+865
30
$3.05M 0.6%
82,057
+3,120
31
$2.88M 0.57%
3,180
-144
32
$2.82M 0.56%
25,068
-23,618
33
$2.76M 0.55%
31,340
+2,096
34
$2.71M 0.54%
24,627
+6,790
35
$2.69M 0.53%
34,197
+93
36
$2.68M 0.53%
17,148
+22
37
$2.68M 0.53%
6,067
+547
38
$2.62M 0.52%
52,020
+4,845
39
$2.6M 0.51%
38,450
+2,626
40
$2.5M 0.49%
4,566
+416
41
$2.43M 0.48%
12,219
+1,022
42
$2.42M 0.48%
11,907
-468
43
$2.4M 0.47%
14,964
+7,656
44
$2.35M 0.46%
4,242
+539
45
$2.34M 0.46%
+193,227
46
$2.34M 0.46%
6,415
+245
47
$2.23M 0.44%
6,781
-12
48
$2.22M 0.44%
29,491
+6,204
49
$2.2M 0.43%
17,732
+672
50
$2.19M 0.43%
5,381
+328
1
2
3 4 5