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
1
$4.82M 6.1%
+95,649
2
$4.45M 5.64%
+20,304
3
$3.76M 4.76%
+9,319
4
$3.11M 3.94%
+7,379
5
$2.78M 3.52%
+935,973
6
$2.78M 3.51%
+11,088
7
$2.26M 2.87%
+11,961
8
$2.13M 2.7%
+23,329
9
$1.63M 2.06%
+61,926
10
$1.39M 1.76%
+17,008
11
$1.38M 1.75%
+66,924
12
$1.29M 1.63%
+6,130
13
$1.14M 1.44%
+11,480
14
$1.12M 1.41%
+1,907
15
$1.07M 1.36%
+3,397
16
$1.07M 1.35%
+20,076
17
$1.01M 1.28%
+20,337
18
$939K 1.19%
+5,271
19
$932K 1.18%
+4,892
20
$925K 1.17%
+4,726
21
$924K 1.17%
+20,999
22
$837K 1.06%
+15,222
23
$812K 1.03%
+10,111
24
$810K 1.03%
+23,377
25
$788K 1%
+4,729
1
2 3 4 5