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
201
$423K 0.08%
+15,718
202
$421K 0.08%
+7,095
203
$421K 0.08%
+903
204
$417K 0.08%
24,668
+2,009
205
$416K 0.08%
2,063
+13
206
$416K 0.08%
16,401
-2,955
207
$412K 0.08%
+15,374
208
$408K 0.07%
5,207
+286
209
$401K 0.07%
3,655
+44
210
$400K 0.07%
13,591
-58
211
$394K 0.07%
4,517
212
$388K 0.07%
1,317
+85
213
$388K 0.07%
6,004
-2,363
214
$388K 0.07%
1,176
+16
215
$381K 0.07%
19,474
+31
216
$379K 0.07%
824
+84
217
$375K 0.07%
2,651
+194
218
$374K 0.07%
+19,146
219
$373K 0.07%
4,927
-312
220
$372K 0.07%
8,113
+2,364
221
$371K 0.07%
7,387
+2,687
222
$364K 0.07%
2,867
223
$358K 0.07%
2,740
-475
224
$353K 0.06%
8,543
-2,895
225
$352K 0.06%
7,812
-4,707
7 8
9
10 11