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
126
$45.8K 0.06%
+25,600
127
$10.3K 0.01%
+15,000