GWM

GSB Wealth Management Portfolio holdings

AUM $443M
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.41M
3
+$1.29M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.29M
5
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$1.23M

Top Sells

1
+$1.23M
2
+$1.05M
3
+$1.03M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$902K

Sector Composition

1 Technology 12.14%
2 Industrials 6.5%
3 Healthcare 6.41%
4 Consumer Staples 6.07%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
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