GWM
GK Wealth Management Portfolio holdings
AUM
$137M
1-Year Est. Return
37.71%
1 Year Est. Return
+37.71%
AUM
$137M
AUM Growth
+$2.01M
(+1.5%)
Holding
211
Top Buys
| 1 | +$1.1M | |
| 2 | +$1.09M | |
| 3 | +$1.04M | |
| 4 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$1.01M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$1.01M |
Top Sells
| 1 | +$7.55M | |
| 2 | +$5.59M | |
| 3 | +$579K | |
| 4 |
Lumen
LUMN
|
+$565K |
| 5 |
Celestica
CLS
|
+$486K |
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Communication Services | 8.81% |
| 3 | Consumer Discretionary | 5.7% |
| 4 | Industrials | 4.72% |
| 5 | Financials | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Novo Nordisk
NVO
$277B
| – | – |
-6,086
|
|
||
202
Tenet Healthcare
THC
$17.3B
| – | – |
-1,256
|
|
||
203
Tesla
TSLA
$1.46T
| – | – |
-12,565
|
|
||
204
Teucrium Wheat Fund
WEAT
$115M
| – | – |
-2,211
|
|
||
|
ETHV
205
VanEck Ethereum ETF
ETHV
$211M
| – | – |
-4,041
|
|
||
|
RFIX
206
Simplify Bond Bull ETF
RFIX
$87.8M
| – | – |
-6,028
|
|
||
|
LAC
207
Lithium Americas
LAC
$1.81B
| – | – |
-1,322,946
|
|
||
208
Stride
LRN
$3.06B
| – | – |
-1,721
|
|
||
|
209
Lumen
LUMN
$8.67B
| – | – |
-92,246
|
|
||
210
Medtronic
MDT
$124B
| – | – |
-2,306
|
|
||
211
Strategy Inc
MSTR
$50.3B
| – | – |
-1,043
|
|