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
151
$660K 0.12%
11,249
+77
152
$657K 0.12%
9,260
+227
153
$656K 0.12%
9,443
-5,549
154
$641K 0.12%
3,758
+117
155
$636K 0.12%
+14,961
156
$634K 0.12%
2,031
-559
157
$629K 0.12%
2,313
-50
158
$621K 0.11%
16,038
+2,029
159
$609K 0.11%
312
-5
160
$604K 0.11%
5,764
+590
161
$579K 0.11%
6,734
+582
162
$574K 0.11%
5,439
163
$574K 0.11%
12,967
164
$573K 0.11%
2,476
+171
165
$572K 0.1%
1,218
+39
166
$570K 0.1%
937
+30
167
$565K 0.1%
3,432
-594
168
$562K 0.1%
954
+90
169
$542K 0.1%
22,228
+2,543
170
$535K 0.1%
3,604
+441
171
$532K 0.1%
14,725
+1,022
172
$529K 0.1%
1,514
+91
173
$528K 0.1%
6,250
+361
174
$525K 0.1%
2,987
+146
175
$514K 0.09%
+9,075
5 6
7
8 9