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
76
$1.38M 0.27%
4,416
+8
77
$1.37M 0.27%
10,034
-496
78
$1.35M 0.27%
7,891
-779
79
$1.34M 0.26%
6,150
-498
80
$1.32M 0.26%
7,998
-277
81
$1.27M 0.25%
1,885
-354
82
$1.27M 0.25%
20,259
-23
83
$1.27M 0.25%
8,670
-7,102
84
$1.23M 0.24%
15,717
-169
85
$1.22M 0.24%
2,113
+423
86
$1.2M 0.24%
10,687
+5,765
87
$1.16M 0.23%
5,750
-47
88
$1.15M 0.23%
26,344
+11
89
$1.14M 0.23%
5,866
+3,527
90
$1.12M 0.22%
14,906
91
$1.11M 0.22%
1,417
-46
92
$1.11M 0.22%
1,088
+3
93
$1.11M 0.22%
4,352
-118
94
$1.1M 0.22%
55,316
-3,187
95
$1.1M 0.22%
4,967
-75
96
$1.08M 0.21%
14,892
+819
97
$1.05M 0.21%
6,520
-440
98
$1.03M 0.2%
3,897
-1
99
$1.02M 0.2%
2,297
-91
100
$1.02M 0.2%
9,812
+1,102
2 3
4
5 6