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
$42.4M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.17%
2 Technology 12.63%
3 Energy 11.66%
4 Consumer Staples 8.11%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$347K 0.82%
1,875
27
$334K 0.79%
1,190
28
$304K 0.72%
28,737
29
$292K 0.69%
108
30
$281K 0.66%
4,352
31
$281K 0.66%
920
32
$279K 0.66%
7,028
33
$263K 0.62%
25,323
34
$233K 0.55%
1,605
35
$229K 0.54%
21,163
36
$222K 0.52%
1,463
37
$203K 0.48%
19,300
38
$108K 0.26%
10,370
39
$103K 0.24%
10,000
40
$65.4K 0.15%
11,283
1
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