GCWM
Guided Capital Wealth Management Portfolio holdings
AUM
$117M
1-Year Est. Return
21.58%
1 Year Est. Return
+21.58%
AUM
$130M
AUM Growth
+$10.1M
(+8.5%)
Holding
35
Top Buys
| 1 | +$247K | |
| 2 | +$39.4K | |
| 3 | +$20.6K | |
| 4 |
American Express
AXP
|
+$11.5K |
| 5 |
Natera
NTRA
|
+$11.2K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$313K | |
| 3 | +$263K | |
| 4 |
Encompass Health
EHC
|
+$253K |
| 5 |
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
W.W. Grainger
GWW
$46.4B
| $1.09M | 0.84% |
1,048
-14
|
|
||
27
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
| $1.01M | 0.78% |
16,916
-5,221
|
|
||
28
Third Coast Bancshares
TCBX
$538M
| $756K | 0.58% |
23,135
|
|
||
29
Vanguard S&P 500 ETF
VOO
$805B
| $638K | 0.49% |
1,124
|
|
||
30
STMicroelectronics
STM
$23.1B
| $469K | 0.36% |
15,438
|
|
||
31
iShares Core S&P 500 ETF
IVV
$735B
| $457K | 0.35% |
736
|
|
||
32
iShares Short Maturity Bond ETF
NEAR
$3.76B
| $281K | 0.22% |
5,499
|
|
||
33
iShares Dow Jones US ETF
IYY
$2.75B
| $262K | 0.2% |
1,738
|
|
||
34
Coca-Cola Europacific Partners
CCEP
$40.7B
| $222K | 0.17% |
2,398
|
|
||
|
BITF
35
Bitfarms
BITF
$1.75B
| – | – |
-20,000
|
|