GWM

GDS Wealth Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
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
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