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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$10.4M
3
+$7.86M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.92M
5
DEED icon
First Trust Securitized Plus ETF
DEED
+$6.22M

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 Change
in Stake 		Capital Flow
1
$25M 22.87%
+495,993
2
$10.4M 9.57%
+58,650
3
$7.86M 7.2%
+132,926
4
$6.92M 6.34%
+115,782
5
$6.22M 5.7%
+300,539
6
$6.1M 5.59%
+81,587
7
$6.08M 5.57%
+75,052
8
$5.93M 5.43%
+105,098
9
$5.21M 4.77%
+23,564
10
$4.42M 4.05%
+23,452
11
$3.83M 3.51%
+50,580
12
$3.21M 2.95%
+3,032
13
$2.45M 2.24%
+18,220
14
$1.89M 1.73%
+17,593
15
$1.79M 1.64%
+11,294
16
$1.65M 1.51%
+3,916
17
$1.62M 1.49%
+1,540
18
$1.62M 1.49%
+8,648
19
$1.38M 1.26%
+7,282
20
$947K 0.87%
+3,839
21
$890K 0.82%
+3,377
22
$785K 0.72%
+23,135
23
$733K 0.67%
+2,470
24
$606K 0.56%
+1,124
25
$433K 0.4%
+736
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