GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
This Quarter Return
-12.85%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(-1.8%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
9.9%
Top 10 Holdings %
Top 10 Hldgs %
43.67%
Holding
107
New
5
Increased
55
Reduced
32
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$11.1M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$9.02M |
| 3 |
Salesforce
CRM
|
$6.86M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.54M |
| 5 |
Estee Lauder
EL
|
$5.39M |
Top Sells
Sector Composition
| 1 | Financials | 8.59% |
| 2 | Technology | 8.06% |
| 3 | Healthcare | 6.18% |
| 4 | Consumer Discretionary | 5.1% |
| 5 | Industrials | 3.9% |
