GSWM

Golden State Wealth Management Portfolio holdings

AUM $906M
1-Year Est. Return 18.23%
This Quarter Est. Return
1 Year Est. Return
+18.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$2.92M
3
+$2.91M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$2.53M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.19M

Top Sells

1
+$1.01M
2
+$914K
3
+$869K
4
LMT icon
Lockheed Martin
LMT
+$556K
5
AVGO icon
Broadcom
AVGO
+$470K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 6.25%
3 Financials 5.03%
4 Industrials 4.98%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$460K 0.08%
+4,898
227
$458K 0.08%
4,932
+2,292
228
$455K 0.08%
24,511
-295
229
$454K 0.08%
20,827
+247
230
$452K 0.08%
+4,270
231
$447K 0.08%
729
+19
232
$446K 0.08%
5,982
+1,693
233
$444K 0.08%
4,890
+3
234
$442K 0.08%
1,908
+650
235
$440K 0.08%
8,545
+2,848
236
$434K 0.07%
1,351
-18
237
$434K 0.07%
1,774
+63
238
$424K 0.07%
+4,566
239
$416K 0.07%
5,350
+301
240
$414K 0.07%
+10,849
241
$412K 0.07%
+6,232
242
$411K 0.07%
4,817
243
$411K 0.07%
4,581
+392
244
$409K 0.07%
+13,491
245
$403K 0.07%
2,358
-83
246
$399K 0.07%
6,805
+180
247
$399K 0.07%
296
+48
248
$395K 0.07%
+7,099
249
$395K 0.07%
2,531
+18
250
$388K 0.07%
1,704
+114
8 9
10
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