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
176
$475K 0.09%
2,079
+210
177
$469K 0.09%
1,256
-103
178
$468K 0.09%
13,990
-145
179
$466K 0.09%
39,732
-39,163
180
$466K 0.09%
2,058
-128
181
$464K 0.09%
1,554
-235
182
$463K 0.09%
19,160
-4,688
183
$463K 0.09%
+7,003
184
$454K 0.09%
9,350
+657
185
$453K 0.09%
4,032
-31
186
$442K 0.09%
2,057
187
$441K 0.09%
11,465
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188
$436K 0.09%
2,836
-87
189
$433K 0.09%
2,975
-100
190
$427K 0.08%
1,647
-19
191
$417K 0.08%
36,418
-27,331
192
$412K 0.08%
3,867
-218
193
$403K 0.08%
+780
194
$400K 0.08%
14,475
+70
195
$390K 0.08%
+13,621
196
$389K 0.08%
7,736
-33,524
197
$388K 0.08%
1,166
-57
198
$388K 0.08%
951
+144
199
$379K 0.07%
2,521
-135
200
$378K 0.07%
2,496
+470
6 7
8
9 10