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
51
$401K 0.51%
+1,674
52
$397K 0.5%
+9,315
53
$392K 0.5%
+3,467
54
$385K 0.49%
+17,844
55
$382K 0.48%
+6,450
56
$382K 0.48%
+15,486
57
$380K 0.48%
+9,507
58
$372K 0.47%
+4,733
59
$365K 0.46%
+7,172
60
$365K 0.46%
+1,478
61
$364K 0.46%
+9,411
62
$358K 0.45%
+1,488
63
$355K 0.45%
+4,747
64
$352K 0.45%
+1,000
65
$350K 0.44%
+453
66
$346K 0.44%
+17,151
67
$346K 0.44%
+13,198
68
$337K 0.43%
+4,214
69
$324K 0.41%
+7,376
70
$324K 0.41%
+2,715
71
$324K 0.41%
+3,760
72
$322K 0.41%
+2,452
73
$322K 0.41%
+12,923
74
$320K 0.41%
+3,724
75
$315K 0.4%
+10,560
1 2
3
4 5