GCWM
Graham Capital Wealth Management Portfolio holdings
AUM
$98.2M
1-Year Est. Return
5.55%
1 Year Est. Return
+5.55%
AUM
$98.2M
AUM Growth
+$8.13M
(+9%)
Holding
81
Top Buys
| 1 | +$6.94M | |
| 2 | +$3.01M | |
| 3 | +$2.5M | |
| 4 |
Lake Shore Bancorp
LSBK
|
+$988K |
| 5 |
Central Plains Bancshares
CPBI
|
+$966K |
Top Sells
| 1 | +$4.63M | |
| 2 | +$2.91M | |
| 3 | +$1.14M | |
| 4 |
FACTU
FACT II Acquisition Corp Unit
FACTU
|
+$1.08M |
| 5 |
WLACU
Willow Lane Acquisition Corp Unit
WLACU
|
+$677K |
Sector Composition
| 1 | Energy | 24.19% |
| 2 | Financials | 23.42% |
| 3 | Real Estate | 15.61% |
| 4 | Utilities | 7.27% |
| 5 | Technology | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$636B
| – | – |
-572
|
|
||
|
FTW.U
77
EQV Ventures Acquisition Corp Units
FTW.U
| – | – |
-60,574
|
|