GWM

GK Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 37.71%
This Quarter Est. Return
1 Year Est. Return
+37.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.6M
3
+$1.57M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.06M
5
CRDO icon
Credo Technology Group
CRDO
+$786K

Top Sells

1
+$748K
2
+$497K
3
+$355K
4
MSFT icon
Microsoft
MSFT
+$346K
5
BUCK icon
Simplify Stable Income ETF
BUCK
+$322K

Sector Composition

1 Technology 17.96%
2 Consumer Discretionary 8.55%
3 Communication Services 7.69%
4 Financials 4.45%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.32%
7,381
-5,420
77
$357K 0.32%
1,607
+113
78
$350K 0.32%
+5,011
79
$348K 0.31%
+1,123
80
$344K 0.31%
6,174
+1,198
81
$341K 0.31%
7,902
-1,786
82
$340K 0.31%
12,805
-89
83
$331K 0.3%
588
-223
84
$329K 0.3%
+5,085
85
$328K 0.3%
13,198
-2,172
86
$323K 0.29%
415
-106
87
$323K 0.29%
586
-62
88
$316K 0.29%
1,038
-95
89
$309K 0.28%
3,369
+1,077
90
$307K 0.28%
+689
91
$303K 0.27%
+1,111
92
$300K 0.27%
+4,790
93
$296K 0.27%
6,191
-525
94
$283K 0.26%
4,082
-532
95
$276K 0.25%
5,844
-179
96
$274K 0.25%
2,879
+10
97
$272K 0.24%
1,228
-17
98
$271K 0.24%
533
-40
99
$270K 0.24%
2,398
+79
100
$265K 0.24%
12,152
+1,362
2 3
4
5 6