GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
14.46%
1 Year Est. Return
+14.46%
AUM
$1.37B
AUM Growth
+$198M
(+17%)
Holding
180
Top Buys
| 1 | +$10.8M | |
| 2 | +$9.86M | |
| 3 | +$7.85M | |
| 4 |
Synopsys
SNPS
|
+$7.71M |
| 5 |
UnitedHealth
UNH
|
+$7.56M |
Top Sells
| 1 | +$20.8M | |
| 2 | +$16.9M | |
| 3 | +$6.37M | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$5.32M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.88M |
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Financials | 9.38% |
| 3 | Healthcare | 9.28% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Industrials | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
CyberArk
CYBR
$25.3B
| – | – |
-814
|
|
||
177
Dimensional International Value ETF
DFIV
$13.6B
| – | – |
-8,951
|
|
||
178
Fidelity Blue Chip Growth ETF
FBCG
$4.94B
| – | – |
-6,879
|
|
||
179
Intuitive Surgical
ISRG
$166B
| – | – |
-458
|
|
||
180
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.82B
| – | – |
-190,277
|
|