GCWM
Graham Capital Wealth Management Portfolio holdings
AUM
$90M
1-Year Return
6.94%
This Quarter Return
+6.1%
1 Year Return
+6.94%
3 Year Return
+36.4%
5 Year Return
–
10 Year Return
–
AUM
$58.6M
AUM Growth
+$20.7M
(+55%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
29.6%
Top 10 Holdings %
Top 10 Hldgs %
68.26%
Holding
49
New
11
Increased
9
Reduced
13
Closed
7
Top Buys
| 1 |
EQC
Equity Commonwealth
EQC
|
$3.91M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.11M |
| 3 |
Franco-Nevada
FNV
|
$2.52M |
| 4 |
Cheniere Energy
LNG
|
$2.22M |
| 5 |
Coterra Energy
CTRA
|
$2.15M |
Top Sells
Sector Composition
| 1 | Energy | 21.65% |
| 2 | Materials | 9.01% |
| 3 | Real Estate | 7% |
| 4 | Financials | 5.67% |
| 5 | Consumer Staples | 5.58% |
