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
451
$28K 0.01%
+1,050
452
$28K 0.01%
+1,605
453
$28K 0.01%
+861
454
$28K 0.01%
+796
455
$28K 0.01%
+741
456
$27K 0.01%
+898
457
$27K 0.01%
+255
458
$27K 0.01%
+1,500
459
$27K 0.01%
+364
460
$27K 0.01%
+1,600
461
$27K 0.01%
+2,930
462
$26K 0.01%
+334
463
$26K 0.01%
+730
464
$26K 0.01%
+262
465
$26K 0.01%
+1,074
466
$25K 0.01%
+251
467
$25K 0.01%
+3,087
468
$25K 0.01%
+454
469
$25K 0.01%
+329
470
$25K 0.01%
+278
471
$25K 0.01%
+143
472
$24K 0.01%
+437
473
$24K 0.01%
+750
474
$24K 0.01%
+1,000
475
$24K 0.01%
+159
17 18
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