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
$742M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.1M
3
+$8.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.47M
5
EW icon
Edwards Lifesciences
EW
+$6.89M

Top Sells

1
+$39.9M
2
+$5.85M
3
+$5.3M
4
EL icon
Estee Lauder
EL
+$3.83M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.12M

Sector Composition

1 Technology 9.2%
2 Financials 8.15%
3 Healthcare 5.74%
4 Industrials 5.25%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.08%
4,041
+2
77
$564K 0.08%
5,780
-112
78
$562K 0.08%
1,369
-17
79
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5,415
-125
80
$545K 0.07%
3,515
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81
$541K 0.07%
3,308
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82
$539K 0.07%
5,389
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83
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6,796
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84
$507K 0.07%
4,609
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85
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4,306
86
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599
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88
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4,799
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133
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90
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14,376
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91
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19,000
92
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3,268
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4,462
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94
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6,363
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95
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5,085
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96
$401K 0.05%
6,069
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97
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10,486
98
$377K 0.05%
7,453
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99
$374K 0.05%
5,387
-961
100
$363K 0.05%
2,315
-88
2 3
4
5 6