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
776
$4K ﹤0.01%
+12,645
777
$4K ﹤0.01%
+25
778
$4K ﹤0.01%
+310
779
$4K ﹤0.01%
+100
780
$4K ﹤0.01%
+193
781
$4K ﹤0.01%
+73
782
$4K ﹤0.01%
+500
783
$4K ﹤0.01%
+89
784
$4K ﹤0.01%
+67
785
$4K ﹤0.01%
+500
786
$4K ﹤0.01%
+117
787
$4K ﹤0.01%
+59
788
$4K ﹤0.01%
+250
789
$4K ﹤0.01%
+114
790
$4K ﹤0.01%
+46
791
$4K ﹤0.01%
+1,000
792
$4K ﹤0.01%
+160
793
$4K ﹤0.01%
+127
794
$4K ﹤0.01%
+300
795
$4K ﹤0.01%
+139
796
$4K ﹤0.01%
+90
797
$4K ﹤0.01%
+77
798
$4K ﹤0.01%
+53
799
$4K ﹤0.01%
+1,600
800
$4K ﹤0.01%
+1,430
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