GCWM
Guided Capital Wealth Management Portfolio holdings
AUM
$143M
1-Year Est. Return
21.85%
This Fund
S&P 500
1 Year Est. Return
+21.85%
AUM
$117M
AUM Growth
-$13.2M
(-10%)
Holding
39
Top Buys
| 1 | +$4.97M | |
| 2 | +$1.75M | |
| 3 | +$1.35M | |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$686K |
| 5 |
First Trust Securitized Plus ETF
DEED
|
+$539K |
Top Sells
| 1 | +$5.47M | |
| 2 | +$4.49M | |
| 3 | +$4.19M | |
| 4 |
Palantir
PLTR
|
+$2.92M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.47M |
Sector Composition
| 1 | Technology | 9.66% |
| 2 | Healthcare | 5.67% |
| 3 | Industrials | 4% |
| 4 | Financials | 2.82% |
| 5 | Energy | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Trust Enhanced Short Maturity ETF
FTSM
$6.38B
| $983K | 0.84% |
16,401
-515
|
|
||
27
Third Coast Bancshares
TCBX
$636M
| $878K | 0.75% |
23,135
|
|
||
28
Vanguard S&P 500 ETF
VOO
$838B
| $688K | 0.59% |
1,124
|
|
||
29
iShares Core S&P 500 ETF
IVV
$735B
| $493K | 0.42% |
736
|
|
||
30
iShares Dow Jones US ETF
IYY
$2.7B
| $282K | 0.24% |
1,738
|
|
||
31
iShares Short Maturity Bond ETF
NEAR
$4.07B
| $282K | 0.24% |
5,499
|
|
||
|
HUT
32
Hut 8
HUT
$5.22B
| $244K | 0.21% |
+7,000
|
|
||
33
Coca-Cola Europacific Partners
CCEP
$44.9B
| $217K | 0.19% |
2,398
|
|
||
34
SPDR Gold Trust
GLD
$182B
| $203K | 0.17% |
+570
|
|
||
35
STMicroelectronics
STM
$27.9B
| – | – |
-15,438
|
|
||
36
Upstart Holdings
UPST
$2.64B
| – | – |
-36,437
|
|
||
37
Celsius Holdings
CELH
$11B
| – | – |
0
|
|
||
38
Dover
DOV
$28.1B
| – | – |
-10,980
|
|
||
39
W.W. Grainger
GWW
$52.7B
| – | – |
-1,048
|
|