GWM
GK Wealth Management Portfolio holdings
AUM
$135M
1-Year Est. Return
40.69%
1 Year Est. Return
+40.69%
AUM
$135M
AUM Growth
+$34M
(+34%)
Holding
189
Top Buys
| 1 | +$7.55M | |
| 2 | +$5.59M | |
| 3 | +$1.74M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.02M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$949K |
Top Sells
| 1 | +$783K | |
| 2 | +$723K | |
| 3 | +$540K | |
| 4 |
General Motors
GM
|
+$412K |
| 5 |
Oracle
ORCL
|
+$391K |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Consumer Discretionary | 9.79% |
| 3 | Communication Services | 8.3% |
| 4 | Materials | 7.57% |
| 5 | Industrials | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard International Dividend Appreciation ETF
VIGI
$8.92B
| – | – |
-8,027
|
|
||
|
GAP
177
The Gap Inc
GAP
$10.1B
| – | – |
-12,152
|
|
||
178
Abbott
ABT
$218B
| – | – |
-1,622
|
|
||
179
Adobe
ADBE
$136B
| – | – |
-536
|
|
||
180
DexCom
DXCM
$25.2B
| – | – |
-3,013
|
|
||
|
181
General Motors
GM
$69.8B
| – | – |
-8,377
|
|
||
182
iShares Bitcoin Trust
IBIT
$71.9B
| – | – |
0
|
|
||
183
Mastercard
MA
$496B
| – | – |
-588
|
|
||
184
Ollie's Bargain Outlet
OLLI
$7.3B
| – | – |
-1,562
|
|
||
185
Rivian
RIVN
$21.1B
| – | – |
-10,014
|
|
||
186
Starbucks
SBUX
$98.7B
| – | – |
-3,369
|
|
||
187
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
| – | – |
-9,444
|
|
||
188
Thermo Fisher Scientific
TMO
$220B
| – | – |
-639
|
|
||
189
Toast
TOST
$20.6B
| – | – |
0
|
|