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
51
$2.14M 0.42%
4,721
+2,906
52
$2.13M 0.42%
14,949
+55
53
$2.11M 0.42%
27,100
-286
54
$2.08M 0.41%
18,324
+1,457
55
$1.97M 0.39%
2,316
-236
56
$1.89M 0.37%
31,723
+2,929
57
$1.88M 0.37%
11,387
+1,737
58
$1.84M 0.36%
7,372
-24
59
$1.8M 0.36%
7,833
+16
60
$1.79M 0.35%
10,187
+1,711
61
$1.77M 0.35%
44,403
-7,905
62
$1.77M 0.35%
37,166
-768
63
$1.74M 0.34%
20,738
-1,334
64
$1.63M 0.32%
7,619
+302
65
$1.59M 0.31%
17,784
+3,958
66
$1.59M 0.31%
9,132
+1,416
67
$1.54M 0.3%
15,815
-4,063
68
$1.48M 0.29%
4,809
69
$1.48M 0.29%
29,923
-3,568
70
$1.47M 0.29%
14,713
+2,450
71
$1.46M 0.29%
7,334
+354
72
$1.45M 0.29%
14,429
+255
73
$1.41M 0.28%
27,567
-1,004
74
$1.41M 0.28%
13,153
-402
75
$1.39M 0.27%
17,599
+3,906
1 2
3
4 5