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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
$98.2M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.94M
3
+$2.78M
4
LSBK icon
Lake Shore Bancorp
LSBK
+$1.02M
5
CPBI icon
Central Plains Bancshares
CPBI
+$921K

Top Sells

1
+$4.63M
2
+$2.91M
3
+$1.13M
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
– –
-282,641
77
– –
-48,000
1 2 3
4