GWMR
GC Wealth Management RIA Portfolio holdings
AUM
$1.22B
1-Year Est. Return
21.89%
1 Year Est. Return
+21.89%
AUM
$1.22B
AUM Growth
+$679M
(+125%)
Holding
536
Top Buys
| 1 | +$62.9M | |
| 2 | +$42.7M | |
| 3 | +$33.3M | |
| 4 |
Apple
AAPL
|
+$24.2M |
| 5 |
Amazon
AMZN
|
+$20.8M |
Top Sells
| 1 | +$2.24M | |
| 2 | +$2.19M | |
| 3 | +$1.61M | |
| 4 |
Goldman Sachs
GS
|
+$1.61M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.35M |
Sector Composition
| 1 | Technology | 29.81% |
| 2 | Communication Services | 13.53% |
| 3 | Financials | 9.66% |
| 4 | Consumer Discretionary | 6.98% |
| 5 | Healthcare | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HPP
526
Hudson Pacific Properties
HPP
$982M
| $43.6K | ﹤0.01% |
+15,900
|
|
||
527
AvalonBay Communities
AVB
$26.6B
| – | – |
-1,106
|
|
||
528
Banco Bradesco
BBD
$34.9B
| – | – |
-13,018
|
|
||
529
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-46,849
|
|
||
530
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
| – | – |
-11,631
|
|
||
531
iShares S&P 500 Value ETF
IVE
$41.7B
| – | – |
-1,825
|
|
||
532
PTC Therapeutics
PTCT
$5.24B
| – | – |
-6,196
|
|
||
|
SGMA
533
DELISTED
Sigmatron International
SGMA
| – | – |
-97,111
|
|
||
534
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
| – | – |
-3,598
|
|
||
535
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-4,646
|
|
||
|
ETHA
536
iShares Ethereum Trust ETF
ETHA
$2.22B
| – | – |
-22,768
|
|