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
351
$54K 0.02%
+937
352
$53K 0.02%
+4,000
353
$53K 0.02%
+1,304
354
$51K 0.02%
+3,798
355
$51K 0.02%
+1,732
356
$51K 0.02%
+361
357
$51K 0.02%
+250
358
$50K 0.02%
+836
359
$50K 0.02%
+1,719
360
$50K 0.02%
+500
361
$50K 0.02%
+1,098
362
$50K 0.02%
+900
363
$50K 0.02%
+373
364
$49K 0.02%
+225
365
$49K 0.02%
+540
366
$49K 0.02%
+1,046
367
$49K 0.02%
+277
368
$47K 0.02%
+876
369
$47K 0.02%
+368
370
$47K 0.02%
+632
371
$47K 0.02%
+2,665
372
$46K 0.02%
+2,292
373
$46K 0.02%
+1,000
374
$46K 0.02%
+415
375
$45K 0.02%
+1,363
13 14
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