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
201
$376K 0.07%
5,096
-19
202
$370K 0.07%
+3,076
203
$370K 0.07%
46,058
+18,995
204
$365K 0.07%
2,867
205
$362K 0.07%
12,579
+135
206
$362K 0.07%
1,378
+83
207
$357K 0.07%
+14,108
208
$354K 0.07%
7,178
+664
209
$350K 0.07%
6,967
210
$343K 0.07%
20,029
-5,634
211
$337K 0.07%
10,905
-29
212
$337K 0.07%
2,596
+316
213
$335K 0.07%
1,908
+54
214
$332K 0.07%
+2,139
215
$332K 0.07%
1,825
-63
216
$332K 0.07%
1,329
-171
217
$330K 0.07%
7,945
-1,141
218
$329K 0.07%
6,753
219
$328K 0.06%
2,426
+205
220
$325K 0.06%
2,584
+139
221
$322K 0.06%
1,028
-43
222
$315K 0.06%
4,074
223
$314K 0.06%
922
+120
224
$313K 0.06%
536
-26
225
$312K 0.06%
575
+13
7 8
9
10 11