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
101
$1.08M 0.2%
4,636
+77
102
$1.05M 0.19%
3,881
-4
103
$1.05M 0.19%
17,794
104
$1.04M 0.19%
7,411
-1,393
105
$1.02M 0.19%
2,322
-5
106
$985K 0.18%
1,989
-100
107
$968K 0.18%
5,783
+225
108
$948K 0.17%
8,623
-961
109
$934K 0.17%
3,524
-626
110
$925K 0.17%
60,247
-13,531
111
$904K 0.17%
2,466
-35
112
$899K 0.17%
6,780
-1,789
113
$894K 0.16%
1,123
-244
114
$893K 0.16%
25,622
+2,288
115
$885K 0.16%
18,286
116
$884K 0.16%
3,294
-1,780
117
$879K 0.16%
4,259
-163
118
$869K 0.16%
6,757
+645
119
$861K 0.16%
12,018
+643
120
$858K 0.16%
25,396
+972
121
$854K 0.16%
12,157
-760
122
$847K 0.16%
1,820
-27
123
$828K 0.15%
6,961
+947
124
$826K 0.15%
6,767
125
$819K 0.15%
4,792
-125
3 4
5
6 7