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
776
$30K ﹤0.01%
485
+4
777
$30K ﹤0.01%
170
778
$29.8K ﹤0.01%
1,037
779
$29.5K ﹤0.01%
571
+29
780
$29.4K ﹤0.01%
742
+3
781
$29.4K ﹤0.01%
1,534
-242
782
$29K ﹤0.01%
263
+26
783
$28.9K ﹤0.01%
1,263
-29,323
784
$28.9K ﹤0.01%
209
785
$28.8K ﹤0.01%
394
786
$28.5K ﹤0.01%
2,332
-217
787
$28.5K ﹤0.01%
500
788
$28.4K ﹤0.01%
500
789
$28.4K ﹤0.01%
136
790
$28.3K ﹤0.01%
+386
791
$28.2K ﹤0.01%
1,500
792
$28.2K ﹤0.01%
2,721
+1,410
793
$28.2K ﹤0.01%
718
794
$28.1K ﹤0.01%
55
795
$28.1K ﹤0.01%
2,615
+500
796
$27.9K ﹤0.01%
816
797
$27.8K ﹤0.01%
+216
798
$27.7K ﹤0.01%
481
799
$27.7K ﹤0.01%
217
800
$27.7K ﹤0.01%
310
-28
30 31
32
33 34