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
$116M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$3.06M
3 +$3M
4
VTOL icon
Bristow Group
VTOL
+$2.97M
5
HSPTU
Horizon Space Acquisition II Corp Units
HSPTU
+$2.93M

Sector Composition

1 Energy 28.18%
2 Real Estate 23.78%
3 Financials 9.41%
4 Utilities 5.24%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-102,569