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
576
$13K 0.01%
+2,361
577
$13K 0.01%
+497
578
$13K 0.01%
+1,760
579
$13K 0.01%
+2,088
580
$13K 0.01%
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581
$12K 0.01%
+342
582
$12K 0.01%
+1,830
583
$12K 0.01%
+84
584
$12K 0.01%
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585
$12K 0.01%
+96
586
$12K 0.01%
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587
$12K 0.01%
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588
$12K 0.01%
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589
$12K 0.01%
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590
$12K 0.01%
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591
$12K 0.01%
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592
$12K 0.01%
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593
$12K 0.01%
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594
$12K 0.01%
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595
$12K 0.01%
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596
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$11K ﹤0.01%
+1,054
598
$11K ﹤0.01%
+500
599
$11K ﹤0.01%
+336
600
$11K ﹤0.01%
+566
22 23
24
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