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
$449M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.87M
3
+$3.22M
4
LHX icon
L3Harris
LHX
+$2.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.33M

Top Sells

1
+$22.5M
2
+$1.56M
3
+$385K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$330K
5
EL icon
Estee Lauder
EL
+$226K

Sector Composition

1 Financials 8.33%
2 Technology 7.95%
3 Healthcare 6.03%
4 Consumer Discretionary 5.85%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.05%
2,611
+81
102
$203K 0.05%
3,305
-486
103
$201K 0.04%
3,298
+243
104
$39K 0.01%
14,026
105
– –
-6,603
106
– –
-3,953
1 2 3 4
5