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
176
– –
-1,384
177
– –
-2,030
178
– –
-21,016
4 5 6 7
8