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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$7.1M
3
+$2.56M
4
EHC icon
Encompass Health
EHC
+$2.1M
5
CRS icon
Carpenter Technology
CRS
+$2.03M

Top Sells

1
+$11.2M
2
+$5.6M
3
+$1.21M
4
EXP icon
Eagle Materials
EXP
+$947K
5
GD icon
General Dynamics
GD
+$890K

Sector Composition

1 Technology 9.69%
2 Healthcare 4.79%
3 Industrials 4.33%
4 Financials 3.13%
5 Energy 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.09%
4,853
+2,383
27
$1.05M 0.88%
1,062
-478
28
$772K 0.64%
23,135
29
$578K 0.48%
1,124
30
$414K 0.35%
736
31
$339K 0.28%
15,438
32
$280K 0.23%
5,499
33
$237K 0.2%
1,738
34
$209K 0.17%
+2,398
35
$15.8K 0.01%
20,000
36
– –
-388
37
– –
-3,377
38
– –
-3,839
1
2