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
126
$209K 0.03%
+1,553
127
$208K 0.03%
+3,873
128
$206K 0.03%
+1,387
129
$200K 0.03%
7,400
+3,666
130
$41.5K 0.01%
18,026
131
– –
-4,261
132
– –
-22,858
133
– –
-1,862
134
– –
-2,352
135
– –
-6,073
136
– –
-8,000
2 3 4 5
6