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
526
$17K 0.01%
+1,500
527
$17K 0.01%
+1,000
528
$17K 0.01%
+582
529
$17K 0.01%
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530
$17K 0.01%
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531
$17K 0.01%
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532
$17K 0.01%
+1,136
533
$17K 0.01%
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534
$17K 0.01%
+1,000
535
$16K 0.01%
+632
536
$16K 0.01%
+400
537
$16K 0.01%
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538
$16K 0.01%
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539
$16K 0.01%
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540
$16K 0.01%
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541
$16K 0.01%
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542
$16K 0.01%
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543
$16K 0.01%
+250
544
$15K 0.01%
+236
545
$15K 0.01%
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546
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547
$15K 0.01%
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548
$15K 0.01%
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549
$15K 0.01%
+460
550
$15K 0.01%
+697
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