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GWMR
GC Wealth Management RIA Portfolio holdings
AUM
$2.42B
1-Year Est. Return
11%
This Fund
S&P 500
This Quarter
Est. Return
-9.55%
1 Year Est. Return
+11%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.42B
AUM Growth
-$307M
(-11%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
49.32%
Holding
568
New
42
Increased
220
Reduced
213
Closed
62
Top Buys
| 1 |
Porch Group
PRCH
|
+$32.6M |
| 2 |
Meta Platforms (Facebook)
META
|
+$20.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$15.4M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$4.71M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.4M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$19.4M |
| 2 |
Airbnb
ABNB
|
+$15M |
| 3 |
CRCL
Circle Internet Group
CRCL
|
+$14.2M |
| 4 |
Samsara
IOT
|
+$8.94M |
| 5 |
TEM
Tempus AI
TEM
|
+$8.54M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Communication Services | 20.14% |
| 3 | Healthcare | 16.77% |
| 4 | Financials | 8.35% |
| 5 | Consumer Discretionary | 6.3% |
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