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
176
$570K 0.1%
2,051
+722
177
$561K 0.1%
3,282
-218
178
$560K 0.1%
2,969
-116
179
$559K 0.1%
+2,083
180
$558K 0.1%
13,656
+2,191
181
$550K 0.1%
2,978
-84
182
$549K 0.1%
8,769
+1,103
183
$547K 0.1%
21,000
+11,552
184
$540K 0.09%
970
+17
185
$539K 0.09%
4,689
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186
$537K 0.09%
8,306
-502
187
$531K 0.09%
8,448
-106
188
$527K 0.09%
+2,356
189
$520K 0.09%
+10,519
190
$517K 0.09%
3,439
-105
191
$505K 0.09%
1,209
-47
192
$500K 0.09%
2,057
193
$492K 0.09%
+7,476
194
$487K 0.09%
686
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195
$482K 0.08%
4,032
196
$482K 0.08%
6,173
-8,719
197
$481K 0.08%
7,297
-4,538
198
$478K 0.08%
2,301
-77
199
$476K 0.08%
13,777
-213
200
$470K 0.08%
2,043
-36
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8
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