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
$1.1B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.87M
3
+$5.85M
4
EL icon
Estee Lauder
EL
+$5.53M
5
WIX icon
WIX.com
WIX
+$4.55M

Top Sells

1
+$37.9M
2
+$3.17M
3
+$2.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.05M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$1.67M

Sector Composition

1 Technology 14.29%
2 Financials 9.88%
3 Healthcare 7.45%
4 Consumer Discretionary 6.51%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.44%
8,168
+7,666
52
$4.65M 0.42%
345,817
+324,798
53
$4.19M 0.38%
20,616
+6,351
54
$4.09M 0.37%
11,959
+3,566
55
$4.07M 0.37%
5,844
+1,801
56
$4.01M 0.37%
23,915
+7,640
57
$3.95M 0.36%
41,131
+12,493
58
$3.91M 0.36%
29,110
+10,402
59
$3.66M 0.33%
60,624
+51,958
60
$3.65M 0.33%
27,901
+9,157
61
$3.64M 0.33%
48,108
-22,062
62
$3.43M 0.31%
47,527
+41,597
63
$3.4M 0.31%
117,071
+39,320
64
$3.39M 0.31%
26,903
+23,489
65
$3.16M 0.29%
18,752
+16,142
66
$3.07M 0.28%
5,942
+2,170
67
$2.94M 0.27%
107,955
-5,431
68
$2.87M 0.26%
6,204
+2,819
69
$2.67M 0.24%
11,504
+767
70
$2.61M 0.24%
29,915
-14,536
71
$2.6M 0.24%
+30,947
72
$2.59M 0.24%
64,263
-2,407
73
$2.33M 0.21%
29,834
-66
74
$2.19M 0.2%
33,660
-645
75
$2.08M 0.19%
+40,465
1 2
3
4 5