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
126
$811K 0.14%
11,282
-187
127
$797K 0.14%
25,381
+1,837
128
$780K 0.14%
3,992
-129
129
$780K 0.14%
62,999
+23,267
130
$778K 0.14%
2,811
-145
131
$776K 0.14%
6,530
-11,254
132
$770K 0.13%
1,240
+393
133
$763K 0.13%
29,768
+6,300
134
$762K 0.13%
29,905
+6,351
135
$762K 0.13%
+2,810
136
$761K 0.13%
29,674
+6,247
137
$761K 0.13%
29,903
+6,314
138
$758K 0.13%
29,059
+6,085
139
$758K 0.13%
28,447
+5,969
140
$746K 0.13%
62,317
+25,899
141
$741K 0.13%
12,853
+3,503
142
$737K 0.13%
3,861
+83
143
$735K 0.13%
9,977
-1,169
144
$717K 0.13%
2,487
-257
145
$707K 0.12%
8,783
-13
146
$706K 0.12%
8,632
-6,274
147
$702K 0.12%
+2,999
148
$700K 0.12%
8,714
-770
149
$698K 0.12%
2,807
-68
150
$695K 0.12%
165
-5
4 5
6
7 8