GWM

GSB Wealth Management Portfolio holdings

AUM $408M
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.15M
3 +$1.02M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$967K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$925K

Top Sells

1 +$6.82M
2 +$2.14M
3 +$1.92M
4
AAPL icon
Apple
AAPL
+$824K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$724K

Sector Composition

1 Healthcare 11.97%
2 Technology 10.2%
3 Consumer Staples 7.04%
4 Industrials 6.86%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,516