GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
14.46%
1 Year Est. Return
+14.46%
AUM
$1.17B
AUM Growth
+$75.3M
(+6.9%)
Holding
186
Top Buys
| 1 | +$8.72M | |
| 2 | +$8.09M | |
| 3 | +$7.66M | |
| 4 |
GoDaddy
GDDY
|
+$7.52M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.36M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$15.5M | |
| 3 | +$15M | |
| 4 |
FT Vest US Equity Buffer ETF July
FJUL
|
+$10.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
| – | – |
-40,465
|
|
||
177
LeMaitre Vascular
LMAT
$2.01B
| – | – |
-2,212
|
|
||
178
Manhattan Associates
MANH
$11.8B
| – | – |
-6,347
|
|
||
179
Oscar Health
OSCR
$5.07B
| – | – |
-345,817
|
|
||
180
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
| – | – |
-3,455
|
|
||
181
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-346
|
|
||
182
Vanguard FTSE Developed Markets ETF
VEA
$179B
| – | – |
-8,702
|
|
||
183
Vanguard Mid-Cap Value ETF
VOE
$19.2B
| – | – |
-1,409
|
|
||
184
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
| – | – |
-579
|
|
||
185
Industrial Select Sector SPDR Fund
XLI
$23.9B
| – | – |
-1,601
|
|
||
186
Vanguard Growth ETF
VUG
$197B
| – | – |
-617
|
|