GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
14.46%
1 Year Est. Return
+14.46%
AUM
$1.37B
AUM Growth
+$198M
(+17%)
Holding
180
Top Buys
| 1 | +$10.8M | |
| 2 | +$9.86M | |
| 3 | +$7.85M | |
| 4 |
Synopsys
SNPS
|
+$7.71M |
| 5 |
UnitedHealth
UNH
|
+$7.56M |
Top Sells
| 1 | +$20.8M | |
| 2 | +$16.9M | |
| 3 | +$6.37M | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$5.32M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.88M |
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Financials | 9.38% |
| 3 | Healthcare | 9.28% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Industrials | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CrowdStrike
CRWD
$126B
| $11.7M | 0.86% |
23,041
+5,023
|
|
||
52
Flywire
FLYW
$1.63B
| $11.2M | 0.81% |
953,909
+195,939
|
|
||
53
Natera
NTRA
$25.6B
| $11M | 0.8% |
64,940
+11,854
|
|
||
54
GoDaddy
GDDY
$18.3B
| $10.8M | 0.79% |
59,940
+8,388
|
|
||
55
GE Vernova
GEV
$159B
| $10.8M | 0.79% |
+20,378
|
|
||
56
Lam Research
LRCX
$183B
| $10.7M | 0.78% |
110,215
+32,930
|
|
||
57
Procter & Gamble
PG
$355B
| $10.7M | 0.78% |
67,130
+8,575
|
|
||
58
Costco
COST
$415B
| $10.5M | 0.77% |
10,655
+2,405
|
|
||
59
WIX.com
WIX
$7.66B
| $10.5M | 0.77% |
66,320
+24,571
|
|
||
60
Chipotle Mexican Grill
CMG
$56.8B
| $9.74M | 0.71% |
173,422
+37,498
|
|
||
61
Guidewire Software
GWRE
$21.5B
| $9.7M | 0.71% |
41,203
+10,387
|
|
||
62
Pinterest
PINS
$22.9B
| $9.54M | 0.7% |
265,984
+83,740
|
|
||
63
HubSpot
HUBS
$23.8B
| $9.35M | 0.68% |
16,796
+7,449
|
|
||
64
Motorola Solutions
MSI
$74.7B
| $9.21M | 0.67% |
21,896
+5,028
|
|
||
65
HealthEquity
HQY
$8.02B
| $9.14M | 0.67% |
87,287
+19,280
|
|
||
66
Toll Brothers
TOL
$13.3B
| $9.07M | 0.66% |
79,457
+20,651
|
|
||
67
Tradeweb Markets
TW
$23.2B
| $8.72M | 0.64% |
59,573
+15,603
|
|
||
68
Analog Devices
ADI
$121B
| $8.69M | 0.63% |
36,507
+14,700
|
|
||
69
Welltower
WELL
$119B
| $8.62M | 0.63% |
56,064
+14,170
|
|
||
70
Martin Marietta Materials
MLM
$38.1B
| $8.58M | 0.63% |
15,621
+4,538
|
|
||
71
Fortinet
FTNT
$65B
| $7.99M | 0.58% |
75,615
+25,956
|
|
||
|
72
Synopsys
SNPS
$85.3B
| $7.71M | 0.56% |
+15,033
|
|
||
73
Cadence Design Systems
CDNS
$89.8B
| $7.42M | 0.54% |
+24,063
|
|
||
74
Tractor Supply
TSCO
$29.3B
| $7.39M | 0.54% |
139,998
+54,786
|
|
||
75
Deckers Outdoor
DECK
$15.3B
| $7.27M | 0.53% |
70,548
+22,742
|
|