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
$446M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.39M
3
+$6.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.54M
5
EL icon
Estee Lauder
EL
+$5.39M

Top Sells

1
+$23.3M
2
+$23.2M
3
+$12.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.18M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$676K

Sector Composition

1 Financials 8.59%
2 Technology 8.06%
3 Healthcare 6.18%
4 Consumer Discretionary 5.1%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K 0.01%
+14,026
102
– –
-2,694
103
– –
-4,093
104
– –
-4,388
105
– –
-72,367
106
– –
-7,064
107
– –
-501
1 2 3 4
5