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
$80.1M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$926K
3
+$920K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$755K
5
GVIP icon
Goldman Sachs Hedge Industry VIP ETF
GVIP
+$743K

Top Sells

1
+$3.76M
2
+$2.78M
3
+$924K
4
SECT icon
Main Sector Rotation ETF
SECT
+$837K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$477K

Sector Composition

1 Technology 14.26%
2 Consumer Discretionary 9.55%
3 Communication Services 6.52%
4 Financials 5.44%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$727K 0.83%
6,691
-390
27
$717K 0.82%
+18,209
28
$691K 0.79%
14,691
-5,385
29
$685K 0.78%
+12,801
30
$684K 0.78%
4,120
+2,765
31
$668K 0.76%
4,572
+2,417
32
$665K 0.76%
1,183
+18
33
$642K 0.73%
4,592
-137
34
$632K 0.72%
9,613
+809
35
$627K 0.71%
4,016
-876
36
$602K 0.69%
25,979
+3,949
37
$595K 0.68%
25,898
-427
38
$583K 0.66%
13,372
+1,296
39
$562K 0.64%
+2,573
40
$541K 0.62%
5,800
-2,750
41
$534K 0.61%
3,479
+487
42
$517K 0.59%
3,090
+91
43
$517K 0.59%
3,029
+124
44
$508K 0.58%
+5,575
45
$502K 0.57%
11,059
+1,552
46
$497K 0.57%
10,627
+6,637
47
$466K 0.53%
4,876
-1,063
48
$446K 0.51%
5,374
+1,160
49
$445K 0.51%
811
-229
50
$443K 0.5%
3,914
+1,199
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