GWM

GSB Wealth Management Portfolio holdings

AUM $441M
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
+$2.31M
2
+$1.39M
3
+$1.26M
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$1.22M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.2M

Top Sells

1
+$1.2M
2
+$1.01M
3
+$965K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$902K
5
DOW icon
Dow Inc
DOW
+$889K

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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