GWM

GSB Wealth Management Portfolio holdings

AUM $442M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.1M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$205K
3 +$194K
4
DNP icon
DNP Select Income Fund
DNP
+$18.3K
5
BAC icon
Bank of America
BAC
+$8.21K

Top Sells

1 +$224K
2 +$197K
3 +$70.6K
4
AAPL icon
Apple
AAPL
+$7.26K

Sector Composition

1 Industrials 17.26%
2 Energy 14.29%
3 Consumer Staples 12.93%
4 Healthcare 8.71%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$16K 0.08%
2,822
52
-3,206