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
201
$470K 0.08%
1,669
+22
202
$465K 0.08%
14,047
-428
203
$457K 0.08%
2,534
+395
204
$455K 0.08%
2,797
-39
205
$443K 0.08%
2,000
-975
206
$438K 0.08%
1,120
-46
207
$434K 0.08%
924
-27
208
$433K 0.08%
+4,517
209
$433K 0.08%
1,755
-303
210
$431K 0.08%
3,673
-773
211
$428K 0.07%
+5,959
212
$421K 0.07%
11,519
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213
$418K 0.07%
5,212
-1,791
214
$417K 0.07%
13,962
+1,383
215
$414K 0.07%
8,000
+55
216
$407K 0.07%
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217
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218
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+2,767
219
$395K 0.07%
5,541
+2,208
220
$387K 0.07%
3,537
-773
221
$384K 0.07%
1,353
-25
222
$383K 0.07%
3,231
-267
223
$378K 0.07%
2,867
224
$377K 0.07%
1,266
+101
225
$374K 0.07%
2,475
-46
7 8
9
10 11