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
$227M
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$16.8M
3
+$6.12M
4
AAPL icon
Apple
AAPL
+$5.85M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.65M

Top Sells

1
+$59.1M
2
+$56.9M
3
+$56.2M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$53.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$47.3M

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
876
$2K ﹤0.01%
+225
877
$2K ﹤0.01%
+36
878
$2K ﹤0.01%
+147
879
$2K ﹤0.01%
+1,000
880
$2K ﹤0.01%
+20
881
$2K ﹤0.01%
+53
882
$2K ﹤0.01%
+72
883
$2K ﹤0.01%
+3
884
$2K ﹤0.01%
+24
885
$2K ﹤0.01%
+15
886
$2K ﹤0.01%
+110
887
$2K ﹤0.01%
+60
888
$2K ﹤0.01%
+436
889
$2K ﹤0.01%
+43
890
$2K ﹤0.01%
+75
891
$2K ﹤0.01%
+33
892
$1K ﹤0.01%
+2
893
$1K ﹤0.01%
+178
894
$1K ﹤0.01%
+302
895
$1K ﹤0.01%
+750
896
$1K ﹤0.01%
+24
897
$1K ﹤0.01%
+67
898
$1K ﹤0.01%
+30
899
$1K ﹤0.01%
+200
900
$1K ﹤0.01%
+195
34 35
36
37 38