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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
$83.4M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.93M
3
+$3.72M
4
CVII
Churchill Capital Corp VII Class A Common Stock
CVII
+$3.62M
5
VYGG
Vy Global Growth
VYGG
+$2.99M

Top Sells

1
+$4.21M
2
+$4.14M
3
+$3.92M
4
DSAC
Duddell Street Acquisition Corp. Class A Ordinary Shares
DSAC
+$3.76M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$3.74M

Sector Composition

1 Financials 65.97%
2 Communication Services 9.18%
3 Technology 6.87%
4 Materials 2.97%
5 Utilities 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-66,184
77
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-7,712
78
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79
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-23,926
80
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-8,397
81
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-68,954
82
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-2,905
83
– –
-15,177
84
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-20,777
85
– –
-10,921
86
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-12
87
– –
-13,439
88
– –
-12,258
89
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-31
90
– –
-12,251
91
– –
-19,347
92
– –
-99,833
93
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-1,488
94
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-38,434
95
– –
-2,988
96
– –
-33,261
97
– –
-319,214
98
– –
-133,966
99
– –
-83,817
100
– –
-10,000
1 2 3
4
5