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
626
$10K ﹤0.01%
+2,450
627
$10K ﹤0.01%
+982
628
$10K ﹤0.01%
+423
629
$10K ﹤0.01%
+320
630
$10K ﹤0.01%
+102
631
$10K ﹤0.01%
+1,287
632
$10K ﹤0.01%
+160
633
$10K ﹤0.01%
+595
634
$10K ﹤0.01%
+100
635
$9K ﹤0.01%
+5
636
$9K ﹤0.01%
+656
637
$9K ﹤0.01%
+109
638
$9K ﹤0.01%
+511
639
$9K ﹤0.01%
+36
640
$9K ﹤0.01%
+51
641
$9K ﹤0.01%
300
-4,318
642
$9K ﹤0.01%
+1,440
643
$9K ﹤0.01%
+507
644
$9K ﹤0.01%
+190
645
$9K ﹤0.01%
+200
646
$9K ﹤0.01%
+600
647
$9K ﹤0.01%
+1,425
648
$9K ﹤0.01%
+200
649
$8K ﹤0.01%
+600
650
$8K ﹤0.01%
+1,400
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