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
726
$6K ﹤0.01%
+200
727
$5K ﹤0.01%
+100
728
$5K ﹤0.01%
+250
729
$5K ﹤0.01%
+170
730
$5K ﹤0.01%
+24
731
$5K ﹤0.01%
+88
732
$5K ﹤0.01%
+572
733
$5K ﹤0.01%
+265
734
$5K ﹤0.01%
+35
735
$5K ﹤0.01%
+200
736
$5K ﹤0.01%
+287
737
$5K ﹤0.01%
+1,380
738
$5K ﹤0.01%
+300
739
$5K ﹤0.01%
+15
740
$5K ﹤0.01%
+130
741
$5K ﹤0.01%
+500
742
$5K ﹤0.01%
+189
743
$5K ﹤0.01%
+72
744
$5K ﹤0.01%
+69
745
$5K ﹤0.01%
+54
746
$5K ﹤0.01%
+49
747
$5K ﹤0.01%
+105
748
$5K ﹤0.01%
+47
749
$5K ﹤0.01%
+54
750
$5K ﹤0.01%
+437
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