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
626
$53.8K 0.01%
5,195
627
$53.6K 0.01%
667
+197
628
$53.4K 0.01%
1,917
+1,826
629
$52.8K 0.01%
4,867
-674
630
$52.4K 0.01%
574
-103
631
$52.4K 0.01%
568
+46
632
$52.3K 0.01%
1,056
-5,044
633
$52K 0.01%
2,064
634
$52K 0.01%
912
+882
635
$51.7K 0.01%
489
636
$51.2K 0.01%
982
-481
637
$51.1K 0.01%
1,008
638
$50.8K 0.01%
1,054
-807
639
$50.7K 0.01%
226
+1
640
$50.4K 0.01%
685
-6,122
641
$50.3K 0.01%
1,320
642
$50.2K 0.01%
562
-34
643
$49.8K 0.01%
854
644
$49.7K 0.01%
1,039
-847
645
$49.7K 0.01%
1,496
+594
646
$49.7K 0.01%
731
+99
647
$49.3K 0.01%
87
648
$49.3K 0.01%
505
649
$49.1K 0.01%
628
-180
650
$49K 0.01%
1,600
24 25
26
27 28