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
101
$265K 0.24%
6,102
-98
102
$264K 0.24%
18,801
+4,134
103
$263K 0.24%
3,013
-1,154
104
$263K 0.24%
18,847
-199
105
$261K 0.24%
4,362
-56
106
$259K 0.23%
639
-34
107
$258K 0.23%
+1,407
108
$254K 0.23%
1,209
+17
109
$253K 0.23%
255
+29
110
$247K 0.22%
2,247
-748
111
$242K 0.22%
1,585
+45
112
$241K 0.22%
2,737
-2,838
113
$241K 0.22%
+4,584
114
$241K 0.22%
+493
115
$241K 0.22%
+621
116
$240K 0.22%
2,806
-53
117
$239K 0.22%
2,803
-80
118
$238K 0.21%
+4,370
119
$236K 0.21%
3,426
-311
120
$236K 0.21%
643
121
$232K 0.21%
+1,320
122
$231K 0.21%
+1,884
123
$228K 0.21%
4,934
+972
124
$226K 0.2%
+4,172
125
$226K 0.2%
+5,017
3 4
5
6 7