GSWM

Golden State Wealth Management Portfolio holdings

AUM $947M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
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
+$29.5M
2
+$16.8M
3
+$6.12M
4
AAPL icon
Apple
AAPL
+$5.85M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.65M

Top Sells

1
+$59.1M
2
+$56.9M
3
+$56.2M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$53.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$47.3M

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
426
$33K 0.01%
+6,602
427
$32K 0.01%
+7,650
428
$32K 0.01%
+615
429
$32K 0.01%
+692
430
$32K 0.01%
+620
431
$31K 0.01%
+2,519
432
$31K 0.01%
+200
433
$31K 0.01%
+700
434
$31K 0.01%
+1,100
435
$31K 0.01%
+1,143
436
$31K 0.01%
+1,354
437
$31K 0.01%
+490
438
$31K 0.01%
+2,524
439
$31K 0.01%
+2,146
440
$30K 0.01%
+830
441
$30K 0.01%
+238
442
$30K 0.01%
+769
443
$30K 0.01%
+313
444
$30K 0.01%
+349
445
$29K 0.01%
+857
446
$29K 0.01%
+3,565
447
$29K 0.01%
+4,032
448
$29K 0.01%
+1,935
449
$29K 0.01%
+3,276
450
$29K 0.01%
+962
16 17
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