We are live on ! Find out more
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
$42.4M
AUM Growth
-$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.19M
3
+$652K
4
CI icon
Cigna
CI
+$310K
5
WRB icon
W.R. Berkley
WRB
+$276K

Top Sells

1
+$49.7M
2
+$48.4M
3
+$41.9M
4
RAM
Aries I Acquisition Corporation Class A Ordinary Share
RAM
+$36.1M
5
BLDR icon
Builders FirstSource
BLDR
+$19.5M

Sector Composition

1 Financials 21.17%
2 Technology 11.96%
3 Energy 11.66%
4 Consumer Staples 8.11%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-53
52
– –
-482
53
– –
-136
54
– –
-83
55
– –
-1,114
56
– –
-387
57
– –
-202
58
– –
-21,937
59
– –
-73
60
– –
-1,028
61
– –
-1,681
62
– –
-9,775
63
– –
-362
64
– –
-145
65
– –
-117
66
– –
-1,041
67
– –
-662
68
– –
-359
69
– –
-333
70
– –
-486
71
– –
-440
72
– –
-806
73
– –
-524
74
– –
-1,636
75
– –
-1,131
1 2
3
4 5