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
76
$326K 0.37%
1,133
+215
77
$320K 0.36%
1,237
+155
78
$319K 0.36%
+6,942
79
$317K 0.36%
8,177
+1,519
80
$314K 0.36%
9,688
+277
81
$308K 0.35%
15,766
+2,843
82
$304K 0.35%
1,848
-86
83
$304K 0.35%
648
+45
84
$302K 0.34%
787
-205
85
$300K 0.34%
3,041
+345
86
$297K 0.34%
+13,471
87
$285K 0.32%
4,614
-1,836
88
$285K 0.32%
4,167
-1,332
89
$281K 0.32%
+9,113
90
$279K 0.32%
12,187
+1,324
91
$271K 0.31%
1,245
-57
92
$268K 0.31%
+931
93
$264K 0.3%
4,418
-685
94
$256K 0.29%
4,976
-2,965
95
$255K 0.29%
+1,540
96
$253K 0.29%
+3,737
97
$252K 0.29%
+2,258
98
$251K 0.29%
6,023
-1,353
99
$249K 0.28%
+3,413
100
$249K 0.28%
+2,859
2 3
4
5 6