GCWM
Guided Capital Wealth Management Portfolio holdings
AUM
$130M
This Quarter Return
+4.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.1%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
STMicroelectronics
STM
$23.4B
| $385K | 0.35% |
+15,438
| New | +$385K |
|
27
iShares Short Maturity Bond ETF
NEAR
$3.5B
| $278K | 0.25% |
+5,499
| New | +$278K |
|
28
iShares Dow Jones US ETF
IYY
$2.57B
| $249K | 0.23% |
+1,738
| New | +$249K |
|
29
Mastercard
MA
$535B
| $204K | 0.19% |
+388
| New | +$204K |
|
|
BITF
30
Bitfarms
BITF
$740M
| $29.8K | 0.03% |
+20,000
| New | +$29.8K |
|