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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$10.4M
3
+$7.86M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.92M
5
DEED icon
First Trust Securitized Plus ETF
DEED
+$6.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.56%
2 Industrials 3.79%
3 Energy 1.73%
4 Healthcare 1.64%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$385K 0.35%
+15,438
27
$278K 0.25%
+5,499
28
$249K 0.23%
+1,738
29
$204K 0.19%
+388
30
$29.8K 0.03%
+20,000
1
2