GSWM

Golden State Wealth Management Portfolio holdings

AUM $915M
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.46M
3
+$1.93M
4
GAB icon
Gabelli Equity Trust
GAB
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$5.07M
2
+$2.25M
3
+$1.19M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.02M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.02M

Sector Composition

1 Technology 11.02%
2 Consumer Discretionary 5.91%
3 Financials 5.03%
4 Communication Services 4.02%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
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