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
126
$741K 0.15%
3,747
-416
127
$732K 0.14%
9,484
128
$730K 0.14%
11,469
-515
129
$729K 0.14%
11,146
-285
130
$715K 0.14%
25,551
-11,367
131
$714K 0.14%
4,121
+14
132
$706K 0.14%
2,956
-267
133
$700K 0.14%
2,744
-110
134
$676K 0.13%
1,216
-29
135
$673K 0.13%
170
-23
136
$666K 0.13%
1,726
+13
137
$645K 0.13%
5,459
-452
138
$634K 0.13%
13,810
-1,756
139
$617K 0.12%
2,875
+265
140
$611K 0.12%
15,591
-13,441
141
$600K 0.12%
32,762
+8,315
142
$598K 0.12%
22,974
+1,510
143
$595K 0.12%
22,478
+1,487
144
$593K 0.12%
3,500
-730
145
$593K 0.12%
23,427
+1,565
146
$593K 0.12%
16,517
+10,637
147
$590K 0.12%
23,589
+1,587
148
$587K 0.12%
8,808
-684
149
$587K 0.12%
23,468
+1,581
150
$586K 0.12%
23,554
+1,593
4 5
6
7 8