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
1
$12M 9.25%
238,750
-34,988
2
$10.9M 8.36%
59,386
-669
3
$8.41M 6.48%
134,022
-2,008
4
$7.54M 5.81%
87,618
-640
5
$7.1M 5.47%
33,360
-252
6
$7M 5.39%
32,423
-278
7
$6.99M 5.39%
94,200
-1,034
8
$6.91M 5.32%
260,238
-9,030
9
$6.87M 5.29%
128,188
-4,907
10
$6.54M 5.04%
309,265
-10,880
11
$6.16M 4.74%
113,207
-727
12
$4.92M 3.79%
36,105
-112
13
$4.4M 3.39%
27,858
+70
14
$4.11M 3.17%
19,995
+100
15
$3.18M 2.45%
37,595
-469
16
$3.1M 2.39%
11,228
+19
17
$2.69M 2.07%
5,405
+21
18
$2.36M 1.82%
36,437
+609
19
$2.28M 1.76%
18,626
-2,067
20
$2.22M 1.71%
13,135
+66
21
$2.12M 1.64%
49,742
+5,789
22
$2.01M 1.55%
10,980
-1,000
23
$1.84M 1.42%
17,072
-507
24
$1.56M 1.2%
4,889
+36
25
$1.47M 1.13%
8,317
-486
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