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
751
$5K ﹤0.01%
+120
752
$5K ﹤0.01%
+1,058
753
$5K ﹤0.01%
+171
754
$5K ﹤0.01%
+142
755
$5K ﹤0.01%
+90
756
$5K ﹤0.01%
+454
757
$5K ﹤0.01%
+253
758
$5K ﹤0.01%
+50
759
$5K ﹤0.01%
+229
760
$4K ﹤0.01%
+74
761
$4K ﹤0.01%
+446
762
$4K ﹤0.01%
+48
763
$4K ﹤0.01%
+150
764
$4K ﹤0.01%
+210
765
$4K ﹤0.01%
+202
766
$4K ﹤0.01%
+10
767
$4K ﹤0.01%
+279
768
$4K ﹤0.01%
+120
769
$4K ﹤0.01%
+90
770
$4K ﹤0.01%
+89
771
$4K ﹤0.01%
+46
772
$4K ﹤0.01%
+86
773
$4K ﹤0.01%
+70
774
$4K ﹤0.01%
+208
775
$4K ﹤0.01%
+3
29 30
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32 33