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
$23.3M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$652K
2 +$232K
3 +$222K
4
PM icon
Philip Morris
PM
+$221K
5
ED icon
Consolidated Edison
ED
+$215K

Top Sells

1 +$150K
2 +$5.03K

Sector Composition

1 Industrials 16.42%
2 Consumer Staples 14.38%
3 Healthcare 11.68%
4 Energy 10.56%
5 Utilities 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.9%
+2,611
52
$201K 0.86%
+1,400
53
$200K 0.86%
+707
54
$125K 0.54%
2,509
-101
55
$71K 0.3%
16,082
+202
56
$46K 0.2%
3,588