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

Top Buys

1 +$491K
2 +$363K
3 +$351K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$342K
5
NVDA icon
NVIDIA
NVDA
+$268K

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%
+416
52
-5,600