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
676
$7K ﹤0.01%
+127
677
$7K ﹤0.01%
+139
678
$7K ﹤0.01%
+450
679
$7K ﹤0.01%
+500
680
$7K ﹤0.01%
+331
681
$7K ﹤0.01%
+195
682
$7K ﹤0.01%
+47
683
$7K ﹤0.01%
+1,595
684
$7K ﹤0.01%
+333
685
$7K ﹤0.01%
+142
686
$7K ﹤0.01%
+299
687
$7K ﹤0.01%
+165
688
$7K ﹤0.01%
+320
689
$7K ﹤0.01%
+341
690
$7K ﹤0.01%
+96
691
$7K ﹤0.01%
+246
692
$7K ﹤0.01%
+562
693
$7K ﹤0.01%
+2,446
694
$7K ﹤0.01%
+142
695
$7K ﹤0.01%
+570
696
$7K ﹤0.01%
+114
697
$7K ﹤0.01%
+653
698
$7K ﹤0.01%
+250
699
$6K ﹤0.01%
+1,400
700
$6K ﹤0.01%
+120
26 27
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