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
601
$61.2K 0.01%
1,100
602
$60.8K 0.01%
675
603
$60.7K 0.01%
2,800
-500
604
$60.7K 0.01%
348
+1
605
$60.4K 0.01%
1,783
+1,355
606
$60.3K 0.01%
1,245
607
$60.3K 0.01%
452
608
$60.2K 0.01%
448
-5
609
$60.1K 0.01%
349
610
$60K 0.01%
+2,800
611
$59.8K 0.01%
563
612
$59.2K 0.01%
535
-650
613
$58.5K 0.01%
30,000
+10,000
614
$57.6K 0.01%
666
615
$57.6K 0.01%
396
616
$57.6K 0.01%
2,839
617
$56.8K 0.01%
309
-13
618
$56.2K 0.01%
1,308
+500
619
$55.5K 0.01%
1,853
-477
620
$55.2K 0.01%
713
+95
621
$54.7K 0.01%
455
622
$54.6K 0.01%
2,289
+2,235
623
$54.3K 0.01%
5,150
-1,000
624
$54.3K 0.01%
534
+365
625
$54.1K 0.01%
423
23 24
25
26 27