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
$573M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.34M
3
+$2.47M
4
JPM icon
JPMorgan Chase
JPM
+$1.87M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.87M

Top Sells

1
+$7.9M
2
+$1.87M
3
+$1.34M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.02M
5
NFLX icon
Netflix
NFLX
+$850K

Sector Composition

1 Technology 27.54%
2 Healthcare 6.65%
3 Communication Services 6.28%
4 Financials 5.51%
5 Real Estate 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.29%
6,976
+826
77
$1.57M 0.27%
+15,991
78
$1.56M 0.27%
4,775
-34
79
$1.55M 0.27%
14,415
-1,400
80
$1.49M 0.26%
8,748
+1,831
81
$1.49M 0.26%
13,170
+17
82
$1.48M 0.26%
7,169
-450
83
$1.45M 0.25%
27,525
-42
84
$1.45M 0.25%
7,324
-567
85
$1.41M 0.25%
8,715
+45
86
$1.37M 0.24%
4,244
-172
87
$1.37M 0.24%
20,179
-80
88
$1.37M 0.24%
28,559
+2,215
89
$1.35M 0.24%
9,923
-111
90
$1.33M 0.23%
+1,269
91
$1.31M 0.23%
7,698
+364
92
$1.28M 0.22%
11,260
+1,448
93
$1.28M 0.22%
4,726
-241
94
$1.28M 0.22%
5,488
-378
95
$1.28M 0.22%
5,569
-181
96
$1.26M 0.22%
7,318
+798
97
$1.24M 0.22%
4,079
-273
98
$1.24M 0.22%
2,116
+3
99
$1.24M 0.22%
14,797
-920
100
$1.24M 0.22%
1,392
+397
2 3
4
5 6