GWM

GDS Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 14.46%
This Quarter Est. Return
1 Year Est. Return
+14.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.1M
3
+$8.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.47M
5
EW icon
Edwards Lifesciences
EW
+$6.89M

Top Sells

1
+$39.9M
2
+$5.85M
3
+$5.3M
4
EL icon
Estee Lauder
EL
+$3.83M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.12M

Sector Composition

1 Technology 9.2%
2 Financials 8.15%
3 Healthcare 5.74%
4 Industrials 5.25%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.44%
502,704
+55,626
27
$10.6M 1.43%
478,583
+53,212
28
$10.5M 1.41%
135,340
+16,452
29
$10.4M 1.41%
42,729
+4,933
30
$10.3M 1.39%
60,730
+7,473
31
$9.77M 1.32%
42,526
+5,310
32
$9.62M 1.3%
41,595
+5,244
33
$9.53M 1.29%
68,107
+7,715
34
$9.21M 1.24%
26,583
+2,879
35
$9.21M 1.24%
41,885
+5,332
36
$8.93M 1.2%
247,009
+29,823
37
$8.91M 1.2%
20,233
+2,752
38
$8.82M 1.19%
47,069
+7,527
39
$8.57M 1.16%
+58,124
40
$8.47M 1.14%
+85,658
41
$8.26M 1.11%
88,097
+13,225
42
$7.81M 1.05%
53,418
-26,168
43
$7.63M 1.03%
29,314
+4,396
44
$7.57M 1.02%
97,799
-75,651
45
$7.15M 0.96%
13,587
+2,096
46
$7.08M 0.95%
31,469
-3,097
47
$6.96M 0.94%
167,232
+9,817
48
$6.64M 0.9%
63,822
+26,902
49
$6.44M 0.87%
48,509
+10,320
50
$6.04M 0.81%
17,055
+4,693
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