GCWM

Guided Capital Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 29.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$1.75M
3
+$1.35M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$686K
5
DEED icon
First Trust Securitized Plus ETF
DEED
+$539K

Top Sells

1
+$5.47M
2
+$4.49M
3
+$4.19M
4
PLTR icon
Palantir
PLTR
+$2.92M
5
RDVY icon
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
1
$13.4M 11.45%
265,596
+26,846
2
$9.58M 8.22%
49,254
-10,132
3
$8.67M 7.44%
92,497
+4,879
4
$7.95M 6.82%
32,866
+443
5
$7.24M 6.21%
269,839
+9,601
6
$7.23M 6.2%
133,545
+5,357
7
$7.16M 6.14%
334,681
+25,416
8
$6.45M 5.53%
95,944
-38,078
9
$5.38M 4.61%
+55,599
10
$4.19M 3.59%
45,540
+7,945
11
$3.3M 2.83%
18,086
-18,019
12
$3.29M 2.83%
17,657
-10,201
13
$2.9M 2.49%
12,639
-20,721
14
$2.83M 2.42%
5,456
+51
15
$2.8M 2.4%
11,405
+177
16
$2.45M 2.1%
19,305
+679
17
$2.17M 1.86%
6,535
+1,646
18
$2.17M 1.86%
37,680
-75,527
19
$2.12M 1.82%
51,650
+1,908
20
$2.04M 1.75%
12,701
-434
21
$1.92M 1.65%
17,072
22
$1.87M 1.6%
23,974
-70,226
23
$1.86M 1.6%
+4,497
24
$1.84M 1.58%
10,015
-9,980
25
$1.56M 1.34%
6,414
-1,903
1
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