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
76
$1.61M 0.3%
+32,386
77
$1.61M 0.3%
14,389
+475
78
$1.6M 0.29%
7,642
+397
79
$1.54M 0.28%
7,296
-26
80
$1.52M 0.28%
36,358
+629
81
$1.51M 0.28%
9,098
+29
82
$1.51M 0.28%
2,778
+71
83
$1.49M 0.27%
52,186
+724
84
$1.48M 0.27%
4,655
-20
85
$1.46M 0.27%
4,673
+209
86
$1.45M 0.27%
8,521
+394
87
$1.44M 0.26%
4,989
+2,949
88
$1.4M 0.26%
9,758
+754
89
$1.33M 0.24%
8,011
+603
90
$1.3M 0.24%
12,506
+1,479
91
$1.27M 0.23%
4,074
-17
92
$1.26M 0.23%
19,190
+491
93
$1.25M 0.23%
11,523
-499
94
$1.24M 0.23%
7,469
-1,306
95
$1.19M 0.22%
11,843
+5,818
96
$1.19M 0.22%
22,705
-955
97
$1.13M 0.21%
11,631
-1,827
98
$1.13M 0.21%
4,363
+599
99
$1.11M 0.2%
17,812
-298
100
$1.1M 0.2%
1,345
-26
2 3
4
5 6