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
51
$430K 0.49%
521
+68
52
$427K 0.49%
5,621
+874
53
$410K 0.47%
4,697
+203
54
$404K 0.46%
3,838
+458
55
$402K 0.46%
+18,045
56
$390K 0.44%
+1,842
57
$385K 0.44%
1,568
-106
58
$384K 0.44%
5,345
+1,191
59
$382K 0.44%
2,409
-161
60
$380K 0.43%
15,370
-116
61
$379K 0.43%
8,909
-406
62
$374K 0.43%
16,943
-901
63
$370K 0.42%
2,795
-848
64
$358K 0.41%
4,540
+1,431
65
$355K 0.4%
4,495
-238
66
$353K 0.4%
4,472
+828
67
$351K 0.4%
12,894
-304
68
$351K 0.4%
2,649
-818
69
$351K 0.4%
+6,915
70
$348K 0.4%
1,494
+16
71
$335K 0.38%
673
-155
72
$333K 0.38%
2,995
+222
73
$328K 0.37%
7,312
+140
74
$327K 0.37%
19,046
+1,895
75
$327K 0.37%
10,851
+291
1 2
3
4 5