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
151
$686K 0.12%
5,120
152
$679K 0.12%
36,632
+3,870
153
$677K 0.12%
2,290
+289
154
$676K 0.12%
1,503
-223
155
$654K 0.11%
5,582
+123
156
$653K 0.11%
1,034
+21
157
$650K 0.11%
+12,715
158
$645K 0.11%
4,940
-1,021
159
$643K 0.11%
15,402
-189
160
$639K 0.11%
13,469
-341
161
$637K 0.11%
22,002
-3,549
162
$634K 0.11%
13,879
163
$633K 0.11%
9,768
+4,672
164
$627K 0.11%
2,454
+1,600
165
$624K 0.11%
9,419
-22
166
$617K 0.11%
+8,040
167
$610K 0.11%
6,058
+783
168
$609K 0.11%
19,415
+255
169
$607K 0.11%
1,591
+37
170
$591K 0.1%
9,311
+127
171
$584K 0.1%
17,525
+3,904
172
$583K 0.1%
998
-109
173
$579K 0.1%
+5,551
174
$574K 0.1%
1,111
-2
175
$573K 0.1%
16,248
-269
5 6
7
8 9