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
151
$583K 0.12%
4,627
+524
152
$564K 0.11%
5,772
+3,773
153
$560K 0.11%
3,544
-35
154
$558K 0.11%
13,879
155
$557K 0.11%
847
-182
156
$555K 0.11%
8,796
-628
157
$549K 0.11%
9,441
+874
158
$545K 0.11%
2,001
+813
159
$543K 0.11%
97,111
160
$538K 0.11%
5,926
+23
161
$537K 0.11%
953
-136
162
$532K 0.11%
3,778
-382
163
$531K 0.1%
5,275
+513
164
$517K 0.1%
1,107
+86
165
$512K 0.1%
1,013
-236
166
$512K 0.1%
4,446
-35
167
$507K 0.1%
2,378
+3
168
$505K 0.1%
8,554
-8,980
169
$496K 0.1%
1,113
-181
170
$496K 0.1%
5,961
+1,261
171
$490K 0.1%
3,085
-202
172
$486K 0.1%
7,666
-139
173
$485K 0.1%
9,184
+4,478
174
$476K 0.09%
3,062
-298
175
$475K 0.09%
4,310
-200
5 6
7
8 9