GCWM
Graham Capital Wealth Management Portfolio holdings
AUM
$90M
This Quarter Return
+2.51%
1 Year Return
+6.94%
3 Year Return
+36.4%
5 Year Return
–
10 Year Return
–
AUM
$42.4M
AUM Growth
+$42.4M
(-94%)
Cap. Flow
-$318M
Cap. Flow
% of AUM
-750.68%
Top 10 Holdings %
Top 10 Hldgs %
66.23%
Holding
177
New
6
Increased
11
Reduced
18
Closed
136
Top Buys
| 1 |
Charles Schwab
SCHW
|
$1.9M |
| 2 |
Vermilion Energy
VET
|
$1.2M |
| 3 |
First Horizon
FHN
|
$548K |
| 4 |
Cigna
CI
|
$334K |
| 5 |
W.R. Berkley
WRB
|
$279K |
Top Sells
Sector Composition
| 1 | Financials | 21.17% |
| 2 | Technology | 12.63% |
| 3 | Energy | 11.66% |
| 4 | Consumer Staples | 8.11% |
| 5 | Industrials | 6.1% |
