GWM

GK Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 40.69%
This Quarter Est. Return
1 Year Est. Return
+40.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.45M
3
+$3.76M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
LAC
Lithium Americas
LAC
+$2.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.67%
2 Consumer Discretionary 14.4%
3 Communication Services 7.66%
4 Financials 5.01%
5 Materials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.96%
+8,550
27
$757K 0.96%
+7,081
28
$731K 0.92%
+12,076
29
$689K 0.87%
+12,204
30
$686K 0.87%
+1,165
31
$631K 0.8%
+5,939
32
$618K 0.78%
+583
33
$607K 0.77%
+8,804
34
$605K 0.77%
+26,325
35
$604K 0.76%
+1,030
36
$548K 0.69%
+1,040
37
$536K 0.68%
+1,182
38
$514K 0.65%
+2,905
39
$500K 0.63%
+22,030
40
$477K 0.6%
+8,600
41
$460K 0.58%
+2,992
42
$450K 0.57%
+4,494
43
$441K 0.56%
+992
44
$434K 0.55%
+2,999
45
$431K 0.55%
+828
46
$428K 0.54%
+5,499
47
$426K 0.54%
+18,490
48
$422K 0.53%
+3,643
49
$418K 0.53%
+7,941
50
$406K 0.51%
+6,963
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