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
101
$244K 0.31%
+2,018
102
$239K 0.3%
+472
103
$239K 0.3%
+1,302
104
$236K 0.3%
+5,646
105
$236K 0.3%
+1,010
106
$231K 0.29%
+2,141
107
$230K 0.29%
+12,434
108
$229K 0.29%
+4,054
109
$227K 0.29%
+673
110
$225K 0.29%
+1,049
111
$224K 0.28%
+2,872
112
$222K 0.28%
+2,496
113
$222K 0.28%
+918
114
$217K 0.27%
+598
115
$213K 0.27%
+1,851
116
$212K 0.27%
+3,990
117
$211K 0.27%
+16,359
118
$206K 0.26%
+4,331
119
$206K 0.26%
+4,045
120
$204K 0.26%
+6,323
121
$170K 0.21%
+33,082
122
$169K 0.21%
+18,610
123
$146K 0.19%
+10,500
124
$61.2K 0.08%
+15,350
125
$55.2K 0.07%
+22,425
2 3 4
5
6