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
$523M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$56.9M
3
+$54.3M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$53.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$51.7M

Top Sells

1
+$28.2M
2
+$11.8M
3
+$9.26M
4
AAPL icon
Apple
AAPL
+$8.73M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$6.1M

Sector Composition

1 Technology 0.94%
2 Industrials 0.85%
3 Financials 0.19%
4 Real Estate 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.04%
+3,551
52
$219K 0.04%
1,708
-2,057
53
$215K 0.04%
1,090
-954
54
$201K 0.04%
3,722
-1,756
55
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-6,662
56
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-100
57
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-3,425
58
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-1,000
59
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61
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63
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64
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-6,600
65
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66
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68
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-200
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-606
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-600
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-600
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4 5