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GCWM

Graham Capital Wealth Management Portfolio holdings

AUM $113M
1-Year Est. Return 11.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.23M
3
+$3.11M
4
MBAC
M3-Brigade Acquisition II Corp.
MBAC
+$2.32M
5
ABX
Abacus Global Management
ABX
+$1.63M

Top Sells

1
+$6.38M
2
+$4.45M
3
+$4.25M
4
PCPC
Periphas Capital Partnering Corporation
PCPC
+$3.81M
5
BENE
Benessere Capital Acquisition Corp. Class A Common Stock
BENE
+$3.5M

Sector Composition

1 Financials 55.77%
2 Technology 14.35%
3 Industrials 4.53%
4 Healthcare 3.75%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.18%
10,000
52
$100K 0.18%
10,000
53
$99.8K 0.18%
100
54
$61.8K 0.11%
11,283
55
– –
-26,563
56
– –
-173,469
57
– –
-209
58
– –
-47
59
– –
-16,240
60
– –
-8,500
61
– –
-44,175
62
– –
-18,907
63
– –
-72,431
64
– –
-27,311
65
– –
-16,631
66
– –
-17,619
67
– –
-124,851
68
– –
-57,297
69
– –
-20,330
70
– –
-20,000
71
– –
-23,472
72
– –
-17,859
73
– –
-20,008
74
– –
-110,000
75
– –
-116,057
1 2
3
4