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
$20.7M
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$209K
3 +$23.5K
4
INTC icon
Intel
INTC
+$1.56K
5
JNJ icon
Johnson & Johnson
JNJ
+$1.41K

Top Sells

1 +$217K
2 +$215K
3 +$203K
4
XOM icon
Exxon Mobil
XOM
+$192K

Sector Composition

1 Industrials 18.46%
2 Energy 12.33%
3 Consumer Staples 11.66%
4 Healthcare 10.34%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,530
52
-5,180
53
-7,000