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
676
$7K ﹤0.01%
+450
677
$7K ﹤0.01%
+500
678
$7K ﹤0.01%
+331
679
$7K ﹤0.01%
+195
680
$7K ﹤0.01%
+47
681
$7K ﹤0.01%
+1,595
682
$7K ﹤0.01%
+333
683
$7K ﹤0.01%
+142
684
$7K ﹤0.01%
+299
685
$7K ﹤0.01%
+165
686
$7K ﹤0.01%
+320
687
$7K ﹤0.01%
+341
688
$7K ﹤0.01%
+96
689
$7K ﹤0.01%
+500
690
$7K ﹤0.01%
+246
691
$7K ﹤0.01%
+562
692
$7K ﹤0.01%
+1,400
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%
+126
700
$6K ﹤0.01%
+700