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
76
$315K 0.4%
+1,934
77
$310K 0.39%
+517
78
$309K 0.39%
+2,570
79
$308K 0.39%
+603
80
$308K 0.39%
+1,193
81
$305K 0.39%
+5,103
82
$303K 0.38%
+2,254
83
$300K 0.38%
+2,696
84
$296K 0.38%
+2,155
85
$295K 0.37%
+2,773
86
$292K 0.37%
+4,154
87
$291K 0.37%
+10,863
88
$288K 0.37%
+54,315
89
$287K 0.36%
+3,109
90
$286K 0.36%
+1,082
91
$276K 0.35%
+3,644
92
$275K 0.35%
+3,350
93
$271K 0.34%
+6,658
94
$268K 0.34%
+1,355
95
$267K 0.34%
+3,344
96
$267K 0.34%
+9,775
97
$266K 0.34%
+3,380
98
$257K 0.33%
+6,471
99
$250K 0.32%
+641
100
$244K 0.31%
+3,467
2 3
4
5 6