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
$569M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.09M
3
+$2.67M
4
CB icon
Chubb
CB
+$2.26M
5
TXN icon
Texas Instruments
TXN
+$2.1M

Top Sells

1
+$9.17M
2
+$5.86M
3
+$2.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.3M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Technology 28.83%
2 Communication Services 6.99%
3 Financials 6.53%
4 Healthcare 5.34%
5 Real Estate 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$491K 0.09%
1,010
+12
177
$491K 0.09%
30,777
-5,855
178
$485K 0.09%
2,906
-63
179
$484K 0.09%
1,423
-168
180
$480K 0.08%
3,433
-428
181
$478K 0.08%
19,685
+270
182
$474K 0.08%
14,009
+353
183
$474K 0.08%
4,032
184
$473K 0.08%
3,163
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185
$471K 0.08%
749
-491
186
$470K 0.08%
4,255
+1,587
187
$466K 0.08%
8,239
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188
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2,305
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189
$456K 0.08%
8,367
+61
190
$449K 0.08%
1,971
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191
$449K 0.08%
864
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192
$448K 0.08%
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193
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5,889
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194
$445K 0.08%
13,703
-344
195
$441K 0.08%
1,555
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196
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13,649
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197
$436K 0.08%
4,517
198
$436K 0.08%
2,050
+7
199
$435K 0.08%
11,489
+5,244
200
$421K 0.07%
1,160
+40
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8
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