GWM
GK Wealth Management Portfolio holdings
AUM
$135M
1-Year Est. Return
40.69%
1 Year Est. Return
+40.69%
AUM
$101M
AUM Growth
+$20.6M
(+26%)
Holding
167
Top Buys
| 1 | +$2.19M | |
| 2 | +$1.6M | |
| 3 | +$1.57M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.06M |
| 5 |
Credo Technology Group
CRDO
|
+$786K |
Top Sells
| 1 | +$748K | |
| 2 | +$497K | |
| 3 | +$355K | |
| 4 |
Microsoft
MSFT
|
+$346K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Twilio
TWLO
$19.3B
| – | – |
0
|
|
||
152
Tesla
TSLA
$1.48T
| – | – |
0
|
|
||
153
Toast
TOST
$21.4B
| – | – |
0
|
|
||
154
Quantum Computing Inc
QUBT
$2.94B
| – | – |
0
|
|
||
155
Novo Nordisk
NVO
$207B
| – | – |
-3,205
|
|
||
156
MSCI
MSCI
$43.6B
| – | – |
-395
|
|
||
157
Lumen
LUMN
$11.2B
| – | – |
0
|
|
||
158
Global X Lithium & Battery Tech ETF
LIT
$1.39B
| – | – |
-8,177
|
|
||
|
LAC
159
Lithium Americas
LAC
$1.12B
| – | – |
0
|
|
||
160
iShares Bitcoin Trust
IBIT
$79.3B
| – | – |
-10,627
|
|
||
161
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| – | – |
-4,495
|
|
||
162
General Dynamics
GD
$91.9B
| – | – |
-744
|
|
||
163
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| – | – |
-2,266
|
|
||
164
Aon
AON
$73.1B
| – | – |
-555
|
|
||
165
Accenture
ACN
$150B
| – | – |
-777
|
|
||
166
Airbnb
ABNB
$73.8B
| – | – |
-1,825
|
|
||
167
American Battery Technology Co
ABAT
$436M
| – | – |
0
|
|