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
826
$3K ﹤0.01%
+380
827
$3K ﹤0.01%
+29
828
$3K ﹤0.01%
+50
829
$3K ﹤0.01%
+204
830
$3K ﹤0.01%
+69
831
$3K ﹤0.01%
+58
832
$3K ﹤0.01%
+100
833
$3K ﹤0.01%
+50
834
$3K ﹤0.01%
+55
835
$3K ﹤0.01%
+300
836
$3K ﹤0.01%
+500
837
$3K ﹤0.01%
+300
838
$3K ﹤0.01%
+600
839
$2K ﹤0.01%
+83
840
$2K ﹤0.01%
+500
841
$2K ﹤0.01%
+264
842
$2K ﹤0.01%
+200
843
$2K ﹤0.01%
+61
844
$2K ﹤0.01%
+96
845
$2K ﹤0.01%
+75
846
$2K ﹤0.01%
+33
847
$2K ﹤0.01%
+273
848
$2K ﹤0.01%
+65
849
$2K ﹤0.01%
+200
850
$2K ﹤0.01%
+22
32 33
34
35 36