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
401
$39K 0.02%
+775
402
$39K 0.02%
+421
403
$38K 0.02%
+280
404
$38K 0.02%
+796
405
$38K 0.02%
+882
406
$37K 0.02%
+1,362
407
$36K 0.02%
+2,993
408
$36K 0.02%
+950
409
$36K 0.02%
+513
410
$36K 0.02%
+2,588
411
$36K 0.02%
+1,069
412
$36K 0.02%
+800
413
$36K 0.02%
+850
414
$35K 0.02%
+764
415
$35K 0.02%
+373
416
$35K 0.02%
+362
417
$34K 0.02%
+2,555
418
$34K 0.02%
+1,089
419
$34K 0.02%
+440
420
$34K 0.02%
+628
421
$34K 0.02%
+658
422
$33K 0.01%
+409
423
$33K 0.01%
+1,345
424
$33K 0.01%
+6,864
425
$33K 0.01%
+174
15 16
17
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