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
176
$512K 0.09%
773
-222
177
$498K 0.09%
7,861
+170
178
$494K 0.09%
8,106
-133
179
$494K 0.09%
2,090
+119
180
$493K 0.09%
12,956
+1,467
181
$489K 0.09%
6,203
-76
182
$481K 0.09%
784
+35
183
$480K 0.09%
1,391
-164
184
$478K 0.09%
19,087
+115
185
$478K 0.09%
+10,614
186
$474K 0.09%
5,920
-17
187
$473K 0.09%
+2,350
188
$472K 0.09%
5,060
-2,920
189
$470K 0.09%
1,514
+14
190
$469K 0.09%
4,032
191
$466K 0.09%
1,044
+34
192
$457K 0.08%
6,741
+152
193
$456K 0.08%
7,864
+20
194
$454K 0.08%
9,011
-2,546
195
$454K 0.08%
10,051
+963
196
$454K 0.08%
12,301
-1,702
197
$433K 0.08%
3,599
+181
198
$428K 0.08%
5,184
-15
199
$425K 0.08%
+21,510
200
$425K 0.08%
+2,930
6 7
8
9 10