GSWM
Golden State Wealth Management Portfolio holdings
AUM
$915M
1-Year Est. Return
19.18%
This Fund
S&P 500
1 Year Est. Return
+19.18%
AUM
$453M
AUM Growth
+$150M
(+49%)
Holding
311
Top Buys
| 1 | +$7.46M | |
| 2 | +$7.17M | |
| 3 | +$6.19M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.86M |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$3.97M |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.22M | |
| 3 | +$690K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$560K |
| 5 |
UnitedHealth
UNH
|
+$359K |
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Consumer Discretionary | 6.61% |
| 3 | Industrials | 4.97% |
| 4 | Financials | 4.89% |
| 5 | Communication Services | 3.45% |