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
476
$23K 0.01%
+1,028
477
$23K 0.01%
+1,900
478
$23K 0.01%
+11,000
479
$23K 0.01%
+231
480
$23K 0.01%
+474
481
$23K 0.01%
+5,514
482
$23K 0.01%
+5,950
483
$23K 0.01%
+700
484
$23K 0.01%
+301
485
$23K 0.01%
+1,920
486
$22K 0.01%
+306
487
$22K 0.01%
+1,556
488
$22K 0.01%
+540
489
$22K 0.01%
+285
490
$21K 0.01%
+300
491
$21K 0.01%
+1,162
492
$21K 0.01%
+850
493
$21K 0.01%
+488
494
$21K 0.01%
+1,000
495
$21K 0.01%
+293
496
$21K 0.01%
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497
$20K 0.01%
+1,684
498
$20K 0.01%
+2,300
499
$20K 0.01%
+181
500
$20K 0.01%
+1,817
18 19
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