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
676
$44K 0.01%
444
-169
677
$43.8K 0.01%
1,140
+1
678
$43.7K 0.01%
+682
679
$43.6K 0.01%
914
680
$43.3K 0.01%
99
-3
681
$43.1K 0.01%
409
-500
682
$42.6K 0.01%
932
683
$42.5K 0.01%
184
+109
684
$42.5K 0.01%
1,821
685
$42.3K 0.01%
263
686
$42.1K 0.01%
244
+221
687
$42.1K 0.01%
608
-7,028
688
$42K 0.01%
120
+74
689
$41.8K 0.01%
189
690
$41.4K 0.01%
512
+210
691
$41.4K 0.01%
600
692
$41.2K 0.01%
346
-50
693
$40.8K 0.01%
1,276
+33
694
$40.7K 0.01%
120
-3
695
$40.1K ﹤0.01%
640
-300
696
$39.9K ﹤0.01%
275
+75
697
$39.8K ﹤0.01%
2,500
698
$39.7K ﹤0.01%
670
-321
699
$39.6K ﹤0.01%
+10,000
700
$39.6K ﹤0.01%
1,058
-36
26 27
28
29 30