GWM

GDS Wealth Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$8.09M
3
+$7.66M
4
GDDY icon
GoDaddy
GDDY
+$7.52M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.36M

Top Sells

1
+$16.6M
2
+$15.5M
3
+$15M
4
FJUL icon
FT Vest US Equity Buffer ETF July
FJUL
+$10.8M
5
SDVY icon
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
$7.28M 0.62%
72,121
+50,525
52
$7.22M 0.62%
109,403
-25,936
53
$7.2M 0.61%
+757,970
54
$6.82M 0.58%
135,924
+75,300
55
$6.82M 0.58%
41,749
+18,014
56
$6.6M 0.56%
+12,556
57
$6.53M 0.56%
43,970
+16,069
58
$6.42M 0.55%
41,894
+14,991
59
$6.41M 0.55%
62,364
-25,772
60
$6.37M 0.54%
190,277
-214,552
61
$6.35M 0.54%
18,018
+6,059
62
$6.21M 0.53%
58,806
+46,387
63
$6.01M 0.51%
68,007
+26,876
64
$5.93M 0.51%
49,847
-2,821
65
$5.77M 0.49%
30,816
+12,064
66
$5.65M 0.48%
182,244
+65,173
67
$5.62M 0.48%
77,285
+29,758
68
$5.35M 0.46%
47,806
+27,190
69
$5.34M 0.46%
9,347
+3,503
70
$5.3M 0.45%
11,083
+5,141
71
$5.28M 0.45%
60,719
+29,772
72
$4.78M 0.41%
49,659
+29,422
73
$4.7M 0.4%
85,212
+52,058
74
$4.48M 0.38%
+68,279
75
$4.4M 0.38%
21,807
+13,472
1 2
3
4 5