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
301
$276K 0.05%
6,885
-88
302
$275K 0.05%
2,663
-499
303
$273K 0.05%
+4,805
304
$272K 0.05%
1,498
+23
305
$271K 0.05%
1,323
+224
306
$271K 0.05%
+3,445
307
$270K 0.05%
1,611
+164
308
$268K 0.05%
1,545
309
$267K 0.05%
+1,635
310
$267K 0.05%
+3,514
311
$263K 0.05%
+1,314
312
$263K 0.05%
2,651
+323
313
$262K 0.05%
2,326
-133
314
$257K 0.04%
2,618
+2
315
$257K 0.04%
1,419
+15
316
$255K 0.04%
+4,954
317
$254K 0.04%
+5,172
318
$252K 0.04%
399
-30
319
$250K 0.04%
+9,267
320
$249K 0.04%
+1,367
321
$248K 0.04%
+3,976
322
$248K 0.04%
13,965
-1,385
323
$248K 0.04%
+908
324
$247K 0.04%
+1,581
325
$246K 0.04%
4,324
11 12
13
14 15