GCWM

Guided Capital Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 21.84%
This Quarter Est. Return
1 Year Est. Return
+21.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$247K
2
+$39.4K
3
+$20.6K
4
AXP icon
American Express
AXP
+$11.5K
5
NTRA icon
Natera
NTRA
+$11.2K

Top Sells

1
+$1.76M
2
+$313K
3
+$263K
4
EHC icon
Encompass Health
EHC
+$253K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$240K

Sector Composition

1 Technology 12.78%
2 Healthcare 5.1%
3 Industrials 4.78%
4 Financials 3.6%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.84%
1,048
-14
27
$1.01M 0.78%
16,916
-5,221
28
$756K 0.58%
23,135
29
$638K 0.49%
1,124
30
$469K 0.36%
15,438
31
$457K 0.35%
736
32
$281K 0.22%
5,499
33
$262K 0.2%
1,738
34
$222K 0.17%
2,398
35
– –
-20,000
1
2