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
576
$67.2K 0.01%
1,544
-222
577
$67.1K 0.01%
1,825
-500
578
$66.9K 0.01%
345
+322
579
$66K 0.01%
822
580
$66K 0.01%
3,153
+669
581
$65.9K 0.01%
807
+801
582
$65.9K 0.01%
667
-54
583
$65.7K 0.01%
389
+3
584
$65.5K 0.01%
63
+47
585
$65.3K 0.01%
576
-21
586
$65.2K 0.01%
1,266
-2,433
587
$64.9K 0.01%
1,050
588
$64.7K 0.01%
1,390
+657
589
$64.7K 0.01%
7,077
+5,162
590
$64.6K 0.01%
167
+2
591
$64.4K 0.01%
1,042
592
$64.3K 0.01%
705
+560
593
$64.3K 0.01%
2,469
-13
594
$63.5K 0.01%
903
+748
595
$62.8K 0.01%
627
+96
596
$62.6K 0.01%
1,276
597
$62.4K 0.01%
4,057
+38
598
$62.4K 0.01%
262
-7
599
$62.3K 0.01%
5,000
600
$62.1K 0.01%
381
-583
22 23
24
25 26