GSWM

Golden State Wealth Management Portfolio holdings

AUM $822M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$84.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1 +$57.4M
2 +$35.3M
3 +$6.68M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$6.41M
5
AAPL icon
Apple
AAPL
+$6.38M

Sector Composition

1 Technology 9.21%
2 Consumer Discretionary 4.76%
3 Financials 4.73%
4 Communication Services 3.52%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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