GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Return
14.46%
This Quarter Return
+8.23%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$854M
AUM Growth
+$112M
(+15%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
6.57%
Top 10 Holdings %
Top 10 Hldgs %
31.93%
Holding
139
New
9
Increased
55
Reduced
52
Closed
2
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$14.2M |
| 2 |
Vanguard Total Corporate Bond ETF
VTC
|
$10.9M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$3.33M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$2.64M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.3M |
Sector Composition
| 1 | Technology | 9.61% |
| 2 | Financials | 8.77% |
| 3 | Healthcare | 6.58% |
| 4 | Industrials | 5.58% |
| 5 | Consumer Discretionary | 5.06% |
