GWM

GDS Wealth Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$8.09M
3
+$7.66M
4
GDDY icon
GoDaddy
GDDY
+$7.52M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.36M

Top Sells

1
+$16.6M
2
+$15.5M
3
+$15M
4
FJUL icon
FT Vest US Equity Buffer ETF July
FJUL
+$10.8M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$7.19M

Sector Composition

1 Technology 17.52%
2 Financials 9.88%
3 Healthcare 8.42%
4 Consumer Discretionary 7.56%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.05%
1,286
+140
102
$592K 0.05%
5,085
-254
103
$575K 0.05%
1,234
-4
104
$573K 0.05%
1,283
-75
105
$568K 0.05%
2,197
-752
106
$559K 0.05%
3,371
-199
107
$553K 0.05%
14,272
+1,532
108
$552K 0.05%
4,342
-921
109
$551K 0.05%
1,073
+6
110
$543K 0.05%
4,090
-59
111
$525K 0.04%
4,649
-132,559
112
$509K 0.04%
2,520
+255
113
$484K 0.04%
19,400
+400
114
$446K 0.04%
2,342
+282
115
$442K 0.04%
4,033
+68
116
$435K 0.04%
8,045
117
$432K 0.04%
10,485
118
$428K 0.04%
3,536
-1,215
119
$409K 0.03%
4,200
+104
120
$401K 0.03%
1,808
-1,109
121
$397K 0.03%
3,627
122
$389K 0.03%
+7,613
123
$385K 0.03%
1,487
+768
124
$385K 0.03%
4,789
-35
125
$383K 0.03%
2,891
+924
3 4
5
6 7