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
201
$419K 0.07%
7,844
-1,467
202
$415K 0.07%
11,438
-81
203
$400K 0.07%
8,038
-29
204
$400K 0.07%
2,867
205
$399K 0.07%
3,418
-21
206
$395K 0.07%
9,088
+1,595
207
$392K 0.07%
1,363
+10
208
$384K 0.07%
22,659
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209
$378K 0.07%
5,680
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210
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211
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5,239
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212
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213
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859
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214
$364K 0.06%
4,921
-4,847
215
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216
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217
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218
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219
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220
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221
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222
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6,753
223
$345K 0.06%
2,681
-116
224
$343K 0.06%
+4,582
225
$342K 0.06%
2,484
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9
10 11