GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
This Quarter Return
+5.5%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$1.03B
AUM Growth
+$1.03B
(+13%)
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
6.78%
Top 10 Holdings %
Top 10 Hldgs %
38.27%
Holding
175
New
34
Increased
65
Reduced
45
Closed
10
Top Buys
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$19.7M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$15.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$15.1M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$14.5M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$9.02M |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 6.24% |
| 4 | Industrials | 5.86% |
| 5 | Consumer Discretionary | 5.51% |
