Erica Dore

@Gds Wealth Management

Latest period2024 - Q3

Reported2mo 15d ago

Managed Assets$1.026B

Total holdings165

Assets growth rate12.57%

Assets growth rate (2-Q avg)9.67%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Gds Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Gds Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.026B in assets, with a quarterly growth rate of 12.57% and a 2-quarter average growth rate of 9.67%. The portfolio is managed by Erica Dore, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HPEHewlett Packard Enterprise C Recent Activity New Position	0.26%	$2.635M 128,800 shares@ $20.46 avg price	New Position
PINSPinterest Inc Recent Activity New Position	0.25%	$2.517M 77,751 shares@ $32.38 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.23%	$2.354M 8,393 shares@ $280.48 avg price	New Position
HQYHealthequity Inc Recent Activity New Position	0.23%	$2.344M 28,638 shares@ $81.85 avg price	New Position
TWTradeweb Mkts Inc Recent Activity New Position	0.23%	$2.318M 18,744 shares@ $123.67 avg price	New Position
DECKDeckers Outdoor Corp Recent Activity New Position	0.23%	$2.275M 14,265 shares@ $159.45 avg price	New Position
QRVOQorvo Inc Recent Activity New Position	0.22%	$2.171M 21,016 shares@ $103.31 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.21%	$2.149M 4,043 shares@ $531.61 avg price	New Position
MLMMartin Marietta Matls Inc Recent Activity New Position	0.2%	$2.03M 3,772 shares@ $538.25 avg price	New Position
DFACDimensional Etf Trust Recent Activity New Position	0.06%	$541,988 15,806 shares@ $34.3 avg price	New Position