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
$822M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$6.74M
3
+$3.17M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.03M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$2.7M

Top Sells

1
+$1.83M
2
+$1.2M
3
+$996K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$640K

Sector Composition

1 Technology 10.76%
2 Consumer Discretionary 4.54%
3 Financials 3.8%
4 Communication Services 3.01%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$76.4K 0.01%
1,361
+197
552
$75.5K 0.01%
2,326
-264
553
$75.2K 0.01%
193
-4
554
$75.1K 0.01%
3,409
-870
555
$75K 0.01%
1,220
-484
556
$74.8K 0.01%
682
-872
557
$73.6K 0.01%
186
-61
558
$73.3K 0.01%
7,514
559
$73.2K 0.01%
779
560
$73.2K 0.01%
28
561
$73.1K 0.01%
1,486
-673
562
$72.6K 0.01%
553
563
$72.5K 0.01%
389
+48
564
$71.5K 0.01%
1,414
-27
565
$71.4K 0.01%
208
+70
566
$71K 0.01%
520
+165
567
$70.8K 0.01%
231
+1
568
$70.6K 0.01%
898
569
$70.3K 0.01%
722
-329
570
$70.1K 0.01%
653
571
$69.7K 0.01%
4,209
572
$69K 0.01%
987
+165
573
$68.7K 0.01%
207
-90
574
$68.1K 0.01%
338
+47
575
$67.6K 0.01%
37
21 22
23
24 25