GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Return
14.46%
This Quarter Return
-2.1%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$1.17B
AUM Growth
+$75.3M
(+6.9%)
Cap. Flow
+$96.8M
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
186
New
15
Increased
96
Reduced
42
Closed
19
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.72M |
| 2 |
Hewlett Packard
HPE
|
$8.09M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$7.66M |
| 4 |
GoDaddy
GDDY
|
$7.52M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7.36M |
Top Sells
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Financials | 9.88% |
| 3 | Healthcare | 8.42% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Industrials | 5.29% |
