GCWM

Graham Capital Wealth Management Portfolio holdings

AUM $90M
1-Year Est. Return 6.94%
This Quarter Est. Return
1 Year Est. Return
+6.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$48.4M
3
+$41.9M
4
ADOC
Edoc Acquisition Corp. Class A Ordinary Share
ADOC
+$28.7M
5
PUCK
Goal Acquisitions Corp. Common Stock
PUCK
+$25M

Top Sells

1
+$4.88M
2
+$3.63M
3
+$3.26M
4
PIAI
Prime Impact Acquisition I
PIAI
+$3.14M
5
MBAC
M3-Brigade Acquisition II Corp.
MBAC
+$2.34M

Sector Composition

1 Financials 40.14%
2 Industrials 7.43%
3 Technology 7.42%
4 Healthcare 6.7%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 0.75%
6,763
-68
27
$4.84M 0.7%
+46,765
28
$4.64M 0.67%
+45,447
29
$4.52M 0.65%
+43,929
30
$4.24M 0.61%
+32,670
31
$4.1M 0.59%
38,740
+28,696
32
$3.94M 0.57%
1,335
33
$3.77M 0.55%
+35,883
34
$3.68M 0.53%
+35,057
35
$3.37M 0.49%
1,846
+10
36
$2.96M 0.43%
28,737
37
$2.86M 0.41%
108
38
$2.73M 0.39%
26,959
-1,289
39
$2.63M 0.38%
920
40
$2.42M 0.35%
+23,400
41
$2.26M 0.33%
+22,182
42
$2.21M 0.32%
1,483
+10
43
$2.1M 0.3%
+20,000
44
$2.1M 0.3%
4,786
-261
45
$2.09M 0.3%
1,605
-91
46
$1.88M 0.27%
+17,742
47
$1.84M 0.27%
+903
48
$1.83M 0.26%
+17,999
49
$1.77M 0.26%
+1,811
50
$1.77M 0.26%
+2,853
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