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GWM
GK Wealth Management Portfolio holdings
AUM
$115M
1-Year Est. Return
42.62%
This Fund
S&P 500
1 Year Est. Return
+42.62%
AUM
$137M
AUM Growth
+$2.01M
(+1.5%)
Holding
211
Top Buys
| 1 | +$1.1M | |
| 2 | +$1.04M | |
| 3 | +$1.02M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$996K |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$976K |
Top Sells
| 1 | +$7.64M | |
| 2 | +$5.57M | |
| 3 | +$759K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$580K |
| 5 |
Celestica
CLS
|
+$495K |
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 | |
|---|---|---|---|---|---|---|
|
NVO
201
Novo Nordisk
NVO
$187B
| – | – |
-6,086
|
|
||
202
Tenet Healthcare
THC
$14.3B
| – | – |
-1,256
|
|
||
203
Tesla
TSLA
$1.49T
| – | – |
-12,565
|
|
||
204
Teucrium Wheat Fund
WEAT
$304M
| – | – |
-2,211
|
|
||
|
RFIX
205
Simplify Bond Bull ETF
RFIX
$54.3M
| – | – |
-6,028
|
|
||
206
BK Technologies
BKTI
$299M
| – | – |
-2,384
|
|
||
207
Cisco
CSCO
$474B
| – | – |
-3,329
|
|
||
208
Comfort Systems
FIX
$64.4B
| – | – |
-292
|
|
||
209
Lumen
LUMN
$8.73B
| – | – |
-92,246
|
|
||
210
Medtronic
MDT
$105B
| – | – |
-2,306
|
|
||
|
ETHV
211
VanEck Ethereum ETF
ETHV
$84.1M
| – | – |
-4,041
|
|