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
551
$15K 0.01%
+460
552
$14K 0.01%
+84
553
$14K 0.01%
+478
554
$14K 0.01%
+205
555
$14K 0.01%
+500
556
$14K 0.01%
+157
557
$14K 0.01%
+141
558
$14K 0.01%
+1,000
559
$14K 0.01%
+250
560
$14K 0.01%
+93
561
$14K 0.01%
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562
$14K 0.01%
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563
$14K 0.01%
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564
$13K 0.01%
+92
565
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566
$13K 0.01%
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567
$13K 0.01%
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568
$13K 0.01%
+335
569
$13K 0.01%
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570
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571
$13K 0.01%
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572
$13K 0.01%
+1,150
573
$13K 0.01%
+493
574
$13K 0.01%
+200
575
$13K 0.01%
+150
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