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
126
$382K 0.03%
3,649
+101
127
$378K 0.03%
5,147
+174
128
$373K 0.03%
81
-5
129
$355K 0.03%
2,271
+437
130
$352K 0.03%
+8,951
131
$347K 0.03%
3,179
+35
132
$318K 0.03%
1,842
-424
133
$315K 0.03%
+50,420
134
$311K 0.03%
2,782
-32
135
$308K 0.03%
16,560
136
$307K 0.03%
5,682
-1,092
137
$299K 0.03%
3,839
-168
138
$288K 0.02%
+10,610
139
$285K 0.02%
1,706
+72
140
$284K 0.02%
4,062
-40
141
$283K 0.02%
+343
142
$278K 0.02%
2,501
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143
$275K 0.02%
+814
144
$275K 0.02%
+8,274
145
$275K 0.02%
6,879
146
$268K 0.02%
51,338
147
$267K 0.02%
15,202
148
$258K 0.02%
11,203
+461
149
$257K 0.02%
1,996
-1,096
150
$255K 0.02%
1,604
-75
4 5
6
7 8