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
$21.9M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$470K
2 +$362K
3 +$356K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$339K
5
NVDA icon
NVIDIA
NVDA
+$230K

Top Sells

1 +$202K

Sector Composition

1 Technology 23.41%
2 Healthcare 14.53%
3 Consumer Staples 13.62%
4 Industrials 13.54%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.95%
+4,160
52
-5,600