GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
14.46%
1 Year Est. Return
+14.46%
AUM
$1.17B
AUM Growth
+$75.3M
(+6.9%)
Holding
186
Top Buys
| 1 | +$8.72M | |
| 2 | +$8.09M | |
| 3 | +$7.66M | |
| 4 |
GoDaddy
GDDY
|
+$7.52M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.36M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$15.5M | |
| 3 | +$15M | |
| 4 |
FT Vest US Equity Buffer ETF July
FJUL
|
+$10.8M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$7.19M |
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Financials | 9.88% |
| 3 | Healthcare | 8.42% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Industrials | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Boston Scientific
BSX
$152B
| $7.28M | 0.62% |
72,121
+50,525
|
|
||
52
Estee Lauder
EL
$35.9B
| $7.22M | 0.62% |
109,403
-25,936
|
|
||
53
Flywire
FLYW
$1.63B
| $7.2M | 0.61% |
+757,970
|
|
||
54
Chipotle Mexican Grill
CMG
$56B
| $6.82M | 0.58% |
135,924
+75,300
|
|
||
55
WIX.com
WIX
$7.81B
| $6.82M | 0.58% |
41,749
+18,014
|
|
||
56
Axon Enterprise
AXON
$56.2B
| $6.6M | 0.56% |
+12,556
|
|
||
57
Tradeweb Markets
TW
$23.6B
| $6.53M | 0.56% |
43,970
+16,069
|
|
||
58
Welltower
WELL
$118B
| $6.42M | 0.55% |
41,894
+14,991
|
|
||
59
Advanced Micro Devices
AMD
$381B
| $6.41M | 0.55% |
62,364
-25,772
|
|
||
|
60
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.79B
| $6.37M | 0.54% |
190,277
-214,552
|
|
||
61
CrowdStrike
CRWD
$131B
| $6.35M | 0.54% |
18,018
+6,059
|
|
||
62
Toll Brothers
TOL
$13.2B
| $6.21M | 0.53% |
58,806
+46,387
|
|
||
63
HealthEquity
HQY
$8.3B
| $6.01M | 0.51% |
68,007
+26,876
|
|
||
64
Exxon Mobil
XOM
$494B
| $5.93M | 0.51% |
49,847
-2,821
|
|
||
65
Guidewire Software
GWRE
$21.3B
| $5.77M | 0.49% |
30,816
+12,064
|
|
||
66
Pinterest
PINS
$22.7B
| $5.65M | 0.48% |
182,244
+65,173
|
|
||
67
Lam Research
LRCX
$186B
| $5.62M | 0.48% |
77,285
+29,758
|
|
||
68
Deckers Outdoor
DECK
$15.2B
| $5.35M | 0.46% |
47,806
+27,190
|
|
||
69
HubSpot
HUBS
$25.1B
| $5.34M | 0.46% |
9,347
+3,503
|
|
||
70
Martin Marietta Materials
MLM
$37.4B
| $5.3M | 0.45% |
11,083
+5,141
|
|
||
71
Micron Technology
MU
$232B
| $5.28M | 0.45% |
60,719
+29,772
|
|
||
72
Fortinet
FTNT
$65.1B
| $4.78M | 0.41% |
49,659
+29,422
|
|
||
73
Tractor Supply
TSCO
$29.9B
| $4.7M | 0.4% |
85,212
+52,058
|
|
||
74
Amphenol
APH
$165B
| $4.48M | 0.38% |
+68,279
|
|
||
75
Analog Devices
ADI
$120B
| $4.4M | 0.38% |
21,807
+13,472
|
|