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
$227M
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$14.2M
3
+$6.04M
4
AAPL icon
Apple
AAPL
+$5.06M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M

Top Sells

1
+$59.1M
2
+$56.9M
3
+$53.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$50.6M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$39.1M

Sector Composition

1 Technology 6.88%
2 Financials 4.72%
3 Consumer Discretionary 4.54%
4 Communication Services 4.02%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$85K 0.04%
+2,151
277
$85K 0.04%
+958
278
$84K 0.04%
+1,408
279
$83K 0.04%
+1,240
280
$82K 0.04%
+4,700
281
$82K 0.04%
+4,335
282
$82K 0.04%
+1,001
283
$81K 0.04%
+2,832
284
$80K 0.04%
+994
285
$80K 0.04%
+380
286
$80K 0.04%
+550
287
$79K 0.03%
+1,120
288
$78K 0.03%
+954
289
$77K 0.03%
+981
290
$77K 0.03%
+5,400
291
$76K 0.03%
+2,221
292
$75K 0.03%
+2,683
293
$74K 0.03%
+1,600
294
$74K 0.03%
+9,750
295
$73K 0.03%
+5,240
296
$73K 0.03%
+1,031
297
$72K 0.03%
+1,040
298
$72K 0.03%
+1,868
299
$71K 0.03%
+526
300
$71K 0.03%
+2,616
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