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
651
$8K ﹤0.01%
+125
652
$8K ﹤0.01%
+550
653
$8K ﹤0.01%
+113
654
$8K ﹤0.01%
+186
655
$8K ﹤0.01%
+185
656
$8K ﹤0.01%
+1,214
657
$8K ﹤0.01%
+291
658
$8K ﹤0.01%
+1,708
659
$8K ﹤0.01%
+41
660
$8K ﹤0.01%
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661
$8K ﹤0.01%
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662
$8K ﹤0.01%
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663
$8K ﹤0.01%
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664
$8K ﹤0.01%
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665
$8K ﹤0.01%
+1,200
666
$8K ﹤0.01%
261
-27,334
667
$8K ﹤0.01%
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$8K ﹤0.01%
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669
$8K ﹤0.01%
+250
670
$8K ﹤0.01%
+140
671
$8K ﹤0.01%
+56
672
$8K ﹤0.01%
+500
673
$7K ﹤0.01%
+194
674
$7K ﹤0.01%
+127
675
$7K ﹤0.01%
+139