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
$20.6M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$330K
2 +$235K
3 +$211K
4
KMB icon
Kimberly-Clark
KMB
+$210K
5
BP icon
BP
BP
+$206K

Top Sells

1 +$323K
2 +$233K
3 +$71K

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 12.87%
3 Healthcare 11.67%
4 Technology 9.75%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.98%
12,980
52
$112K 0.54%
2,509
53
$26K 0.13%
+10,000
54
-6,300
55
-4,667
56
-16,261