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
$1.1B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.87M
3
+$5.85M
4
EL icon
Estee Lauder
EL
+$5.53M
5
WIX icon
WIX.com
WIX
+$4.55M

Top Sells

1
+$37.9M
2
+$3.17M
3
+$2.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.05M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$1.67M

Sector Composition

1 Technology 14.29%
2 Financials 9.88%
3 Healthcare 7.45%
4 Consumer Discretionary 6.51%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.04%
765
+24
127
$395K 0.04%
4,824
-180
128
$395K 0.04%
3,092
+2
129
$393K 0.04%
2,060
+295
130
$384K 0.04%
2,266
+704
131
$376K 0.03%
51,338
132
$373K 0.03%
8,045
133
$354K 0.03%
6,774
+557
134
$349K 0.03%
1,834
+141
135
$326K 0.03%
4,973
-736
136
$324K 0.03%
16,560
137
$318K 0.03%
6,879
138
$303K 0.03%
2,933
139
$297K 0.03%
2,814
-41
140
$292K 0.03%
310
-9
141
$290K 0.03%
+719
142
$290K 0.03%
3,144
-666
143
$283K 0.03%
4,007
-287
144
$279K 0.03%
2,880
+229
145
$271K 0.02%
4,102
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146
$267K 0.02%
4,099
147
$264K 0.02%
42,789
148
$253K 0.02%
+617
149
$250K 0.02%
1,500
+54
150
$248K 0.02%
9,938
4 5
6
7 8