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
876
$2K ﹤0.01%
+310
877
$2K ﹤0.01%
+112
878
$2K ﹤0.01%
+225
879
$2K ﹤0.01%
+40
880
$2K ﹤0.01%
+147
881
$2K ﹤0.01%
+1,000
882
$2K ﹤0.01%
+20
883
$2K ﹤0.01%
+53
884
$2K ﹤0.01%
+72
885
$2K ﹤0.01%
+3
886
$2K ﹤0.01%
+24
887
$2K ﹤0.01%
+15
888
$2K ﹤0.01%
+110
889
$2K ﹤0.01%
+60
890
$2K ﹤0.01%
+436
891
$2K ﹤0.01%
+43
892
$1K ﹤0.01%
+29
893
$1K ﹤0.01%
+1
894
$1K ﹤0.01%
+46
895
$1K ﹤0.01%
+3
896
$1K ﹤0.01%
+318
897
$1K ﹤0.01%
+200
898
$1K ﹤0.01%
+650
899
$1K ﹤0.01%
+30
900
$1K ﹤0.01%
+147
34 35
36
37 38