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
76
$873K 0.13%
+412
77
$798K 0.12%
+1,131
78
$794K 0.11%
+1,636
79
$788K 0.11%
+1,745
80
$778K 0.11%
+806
81
$777K 0.11%
+884
82
$746K 0.11%
+6,790
83
$740K 0.11%
+3,842
84
$720K 0.1%
+145
85
$720K 0.1%
+1,223
86
$705K 0.1%
+6,893
87
$679K 0.1%
+1,503
88
$656K 0.09%
+6,408
89
$648K 0.09%
11,283
90
$638K 0.09%
+387
91
$632K 0.09%
+6,117
92
$631K 0.09%
+875
93
$612K 0.09%
+1,372
94
$609K 0.09%
+5,813
95
$606K 0.09%
+977
96
$591K 0.09%
+5,624
97
$590K 0.09%
+1,681
98
$588K 0.08%
+5,240
99
$586K 0.08%
+359
100
$569K 0.08%
+1,158
2 3
4
5 6