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
51
$2.59M 0.47%
7,159
+257
52
$2.52M 0.46%
30,797
+1,100
53
$2.52M 0.46%
12,607
+708
54
$2.5M 0.46%
27,835
+1,692
55
$2.48M 0.46%
2,622
-15
56
$2.47M 0.45%
14,313
+559
57
$2.46M 0.45%
29,523
-867
58
$2.42M 0.44%
39,176
+519
59
$2.41M 0.44%
4,848
-216
60
$2.33M 0.43%
6,911
+3
61
$2.32M 0.43%
+25,437
62
$2.3M 0.42%
10,589
+674
63
$2.29M 0.42%
45,039
+10,627
64
$2.23M 0.41%
9,130
+479
65
$2.19M 0.4%
+46,849
66
$2.17M 0.4%
12,061
+856
67
$2.15M 0.39%
35,928
-117
68
$2.14M 0.39%
17,912
-256
69
$2.13M 0.39%
29,000
-607
70
$2.11M 0.39%
23,261
+4,243
71
$2.03M 0.37%
8,057
+269
72
$1.81M 0.33%
13,680
+47
73
$1.75M 0.32%
11,399
+1,029
74
$1.75M 0.32%
7,889
-12
75
$1.62M 0.3%
35,700
+7,184
1 2
3
4 5