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
376
$45K 0.02%
+350
377
$45K 0.02%
+603
378
$45K 0.02%
+556
379
$45K 0.02%
+1,820
380
$45K 0.02%
+435
381
$44K 0.02%
+1,045
382
$44K 0.02%
+695
383
$44K 0.02%
+762
384
$43K 0.02%
+1,600
385
$43K 0.02%
+798
386
$42K 0.02%
+1,173
387
$42K 0.02%
+1,179
388
$42K 0.02%
+981
389
$42K 0.02%
+1,210
390
$41K 0.02%
+2,231
391
$41K 0.02%
+8,560
392
$41K 0.02%
+381
393
$41K 0.02%
+20,476
394
$40K 0.02%
+599
395
$40K 0.02%
+888
396
$40K 0.02%
+840
397
$39K 0.02%
+346
398
$39K 0.02%
+4,000
399
$39K 0.02%
+2,650
400
$39K 0.02%
+870
14 15
16
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