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
101
$357K 0.05%
817
+13
102
$351K 0.05%
8,045
103
$348K 0.05%
4,289
-325
104
$334K 0.05%
1,919
-99
105
$331K 0.04%
11,489
-191
106
$312K 0.04%
2,094
+447
107
$310K 0.04%
+1,841
108
$292K 0.04%
3,767
-916
109
$289K 0.04%
9,938
110
$267K 0.04%
1,895
-76
111
$266K 0.04%
403
+9
112
$256K 0.03%
3,947
-506
113
$246K 0.03%
577
-56
114
$246K 0.03%
+1,646
115
$240K 0.03%
2,068
+11
116
$234K 0.03%
47,338
117
$229K 0.03%
+4,630
118
$229K 0.03%
+16,560
119
$226K 0.03%
4,380
-193
120
$225K 0.03%
2,136
-331
121
$224K 0.03%
4,306
-287
122
$219K 0.03%
3,672
-271
123
$217K 0.03%
1,940
124
$214K 0.03%
9,308
-559
125
$209K 0.03%
+3,955
2 3 4
5
6