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
51
$1.55M 0.22%
+14,952
52
$1.45M 0.21%
+1,989
53
$1.38M 0.2%
12,855
-2,400
54
$1.38M 0.2%
+5,521
55
$1.37M 0.2%
+1,750
56
$1.37M 0.2%
+1,852
57
$1.3M 0.19%
+6,225
58
$1.25M 0.18%
+306
59
$1.22M 0.18%
+977
60
$1.22M 0.18%
+2,652
61
$1.21M 0.17%
+1,364
62
$1.15M 0.17%
+1,114
63
$1.11M 0.16%
+4,955
64
$1.1M 0.16%
+4,238
65
$1.09M 0.16%
+720
66
$1.08M 0.16%
+698
67
$1.07M 0.15%
+482
68
$1.07M 0.15%
+10,000
69
$1.06M 0.15%
10,096
70
$1.03M 0.15%
+4,652
71
$999K 0.14%
+9,639
72
$997K 0.14%
136
-211
73
$960K 0.14%
+2,396
74
$944K 0.14%
+861
75
$895K 0.13%
+259
1 2
3
4 5