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
126
$390K 0.06%
+1,028
127
$387K 0.06%
+125
128
$359K 0.05%
+362
129
$353K 0.05%
+614
130
$353K 0.05%
+269
131
$342K 0.05%
+165
132
$341K 0.05%
+206
133
$341K 0.05%
+1,834
134
$338K 0.05%
+1,121
135
$337K 0.05%
+200
136
$320K 0.05%
+874
137
$315K 0.05%
+200
138
$313K 0.05%
+461
139
$312K 0.05%
+1,041
140
$311K 0.04%
+1,120
141
$300K 0.04%
+133
142
$272K 0.04%
+440
143
$269K 0.04%
+74
144
$264K 0.04%
+144
145
$263K 0.04%
+1,181
146
$257K 0.04%
+303
147
$255K 0.04%
+1,044
148
$254K 0.04%
+83
149
$249K 0.04%
+1,020
150
$249K 0.04%
+314
4 5
6
7 8