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Erica Dore

@Gds Wealth Management

Latest period2024 - Q3ReportedManaged Assets$1.026BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSCOTractor Supply Co
Recent Activity
New Position
0.06%
$533,566
1,834 shares@ $290.94 avg price
THCTenet Healthcare Corp
Recent Activity
New Position
0.05%
$508,240
3,058 shares@ $166.21 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.05%
$499,335
8,666 shares@ $57.63 avg price
SPOTSpotify Technology S A
Recent Activity
New Position
0.05%
$497,516
1,350 shares@ $368.54 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.05%
$490,146
5,849 shares@ $83.8 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.05%
$483,935
593 shares@ $816.08 avg price
TOLToll Brothers Inc
Recent Activity
New Position
0.05%
$482,318
3,122 shares@ $154.5 avg price
GWREGuidewire Software Inc
Recent Activity
New Position
0.05%
$477,473
2,610 shares@ $182.94 avg price
MANHManhattan Associates Inc
Recent Activity
New Position
0.05%
$468,216
1,664 shares@ $281.38 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
New Position
0.05%
$464,099
502 shares@ $924.5 avg price