GWM

GDS Wealth Management Portfolio holdings

AUM $1.17B
AUM
$1.17B
AUM Growth
+$75.3M
Cap. Flow
+$122M
Cap. Flow %
10.36%
Top 10 Hldgs %
31.71%
Holding
186
New
15
Increased
96
Reduced
42
Closed
19

Top Buys

1
$8.72M
2
$8.09M
3
$7.66M
4
$7.52M
5
$7.36M

Top Sells

1
$16.6M
2
$15.5M
3
$15M
4
$7.19M
5
$4.36M

Sector Composition

1Technology17.52%
2Financials9.88%
3Healthcare8.42%
4Consumer Discretionary7.56%
5Industrials5.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.28M0.62%72,121
+50,525
+234%
+$5.1M
$7.22M0.62%109,403
-25,936
-19%
-$1.71M
$7.2M0.61%757,970 New
+$7.2M
$6.82M0.58%135,924
+75,300
+124%
+$3.78M
$6.82M0.58%41,749
+18,014
+76%
+$2.94M
$6.6M0.56%12,556 New
+$6.6M
$6.53M0.56%43,970
+16,069
+58%
+$2.39M
$6.42M0.55%41,894
+14,991
+56%
+$2.3M
$6.41M0.55%62,364
-25,772
-29%
-$2.65M
$6.37M0.54%190,277
-214,552
-53%
-$7.19M
$6.35M0.54%18,018
+6,059
+51%
+$2.14M
$6.21M0.53%58,806
+46,387
+374%
+$4.9M
$6.01M0.51%68,007
+26,876
+65%
+$2.38M
$5.93M0.51%49,847
-2,821
-5%
-$336K
$5.77M0.49%30,816
+12,064
+64%
+$2.26M
$5.65M0.48%182,244
+65,173
+56%
+$2.02M
$5.62M0.48%77,285
+29,758
+63%
+$2.16M
$5.35M0.46%47,806
+27,190
+132%
+$3.04M
$5.34M0.46%9,347
+3,503
+60%
+$2M
$5.3M0.45%11,083
+5,141
+87%
+$2.46M
$5.28M0.45%60,719
+29,772
+96%
+$2.59M
$4.78M0.41%49,659
+29,422
+145%
+$2.83M
$4.7M0.4%85,212
+52,058
+157%
+$2.87M
$4.48M0.38%68,279 New
+$4.48M
$4.4M0.38%21,807
+13,472
+162%
+$2.72M
123458