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
101
$245K 0.28%
6,716
+1,070
102
$244K 0.28%
306
-277
103
$242K 0.28%
777
-223
104
$242K 0.28%
3,962
-92
105
$236K 0.27%
643
+2
106
$235K 0.27%
+6,200
107
$231K 0.26%
+2,869
108
$229K 0.26%
+14,667
109
$225K 0.26%
+2,292
110
$225K 0.26%
429
-43
111
$224K 0.25%
395
-122
112
$223K 0.25%
3,205
-519
113
$222K 0.25%
+10,790
114
$221K 0.25%
+555
115
$218K 0.25%
934
-259
116
$218K 0.25%
1,825
-627
117
$215K 0.25%
+1,669
118
$215K 0.24%
+2,319
119
$214K 0.24%
+226
120
$210K 0.24%
2,338
-1,006
121
$205K 0.23%
2,266
-230
122
$205K 0.23%
2,883
-584
123
$204K 0.23%
2,470
-880
124
$203K 0.23%
678
+5
125
$203K 0.23%
+1,192
3 4
5
6 7