GCWM

Guided Capital Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.86M
3
+$1.35M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$731K
5
AXP icon
American Express
AXP
+$547K

Top Sells

1
+$5.48M
2
+$4.76M
3
+$4.34M
4
PLTR icon
Palantir
PLTR
+$3.29M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.56M

Sector Composition

1 Technology 9.66%
2 Healthcare 5.67%
3 Industrials 4%
4 Financials 2.82%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTSM icon
26
First Trust Enhanced Short Maturity ETF
FTSM
$6.18B
$983K 0.84%
16,401
-515
TCBX icon
27
Third Coast Bancshares
TCBX
$542M
$878K 0.75%
23,135
VOO icon
28
Vanguard S&P 500 ETF
VOO
$764B
$688K 0.59%
1,124
IVV icon
29
iShares Core S&P 500 ETF
IVV
$666B
$493K 0.42%
736
IYY icon
30
iShares Dow Jones US ETF
IYY
$2.68B
$282K 0.24%
1,738
NEAR icon
31
iShares Short Maturity Bond ETF
NEAR
$3.59B
$282K 0.24%
5,499
HUT
32
Hut 8
HUT
$5.33B
$244K 0.21%
+7,000
CCEP icon
33
Coca-Cola Europacific Partners
CCEP
$40.9B
$217K 0.19%
2,398
GLD icon
34
SPDR Gold Trust
GLD
$139B
$203K 0.17%
+570
UPST icon
35
Upstart Holdings
UPST
$4.7B
– –
-36,437
STM icon
36
STMicroelectronics
STM
$27.1B
– –
-15,438
GWW icon
37
W.W. Grainger
GWW
$46.3B
– –
-1,048
DOV icon
38
Dover
DOV
$23.1B
– –
-10,980
CELH icon
39
Celsius Holdings
CELH
$16.8B
– –
0
1
2