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
601
$11K ﹤0.01%
+336
602
$11K ﹤0.01%
+566
603
$11K ﹤0.01%
+500
604
$11K ﹤0.01%
+368
605
$11K ﹤0.01%
+182
606
$11K ﹤0.01%
+955
607
$11K ﹤0.01%
+2,030
608
$11K ﹤0.01%
+550
609
$11K ﹤0.01%
+324
610
$11K ﹤0.01%
+500
611
$11K ﹤0.01%
+400
612
$11K ﹤0.01%
+200
613
$11K ﹤0.01%
+675
614
$11K ﹤0.01%
+301
615
$10K ﹤0.01%
+1,084
616
$10K ﹤0.01%
+982
617
$10K ﹤0.01%
+423
618
$10K ﹤0.01%
+320
619
$10K ﹤0.01%
+102
620
$10K ﹤0.01%
+1,287
621
$10K ﹤0.01%
+400
622
$10K ﹤0.01%
+2,737
623
$10K ﹤0.01%
+800
624
$10K ﹤0.01%
+69
625
$10K ﹤0.01%
+234
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