GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
This Quarter Return
+10.6%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$742M
AUM Growth
+$742M
(+17%)
Cap. Flow
+$43.1M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
136
New
14
Increased
59
Reduced
48
Closed
6
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$23.5M |
| 2 |
Diamondback Energy
FANG
|
$14.1M |
| 3 |
Advanced Micro Devices
AMD
|
$8.57M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.47M |
| 5 |
Edwards Lifesciences
EW
|
$6.89M |
Top Sells
Sector Composition
| 1 | Technology | 9.2% |
| 2 | Financials | 8.15% |
| 3 | Healthcare | 5.74% |
| 4 | Industrials | 5.25% |
| 5 | Consumer Discretionary | 4.79% |
