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
301
$71K 0.03%
+1,300
302
$71K 0.03%
+472
303
$69K 0.03%
+650
304
$69K 0.03%
+838
305
$69K 0.03%
+585
306
$69K 0.03%
+2,321
307
$69K 0.03%
+491
308
$68K 0.03%
+749
309
$67K 0.03%
+3,075
310
$67K 0.03%
+827
311
$66K 0.03%
+2,745
312
$66K 0.03%
+7,514
313
$65K 0.03%
+694
314
$64K 0.03%
+2,191
315
$64K 0.03%
+2,455
316
$64K 0.03%
+1,061
317
$64K 0.03%
+581
318
$64K 0.03%
+2,800
319
$63K 0.03%
+783
320
$63K 0.03%
+2,670
321
$63K 0.03%
+1,055
322
$62K 0.03%
+2,590
323
$62K 0.03%
+1,406
324
$62K 0.03%
+477
325
$62K 0.03%
+1,042
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