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
876
$20.8K ﹤0.01%
158
-2
877
$20.6K ﹤0.01%
1,113
+8
878
$20.5K ﹤0.01%
352
+292
879
$20.4K ﹤0.01%
770
880
$20.4K ﹤0.01%
229
+145
881
$20.4K ﹤0.01%
489
882
$20.2K ﹤0.01%
85
883
$20.2K ﹤0.01%
145
884
$20K ﹤0.01%
736
+544
885
$19.8K ﹤0.01%
66
886
$19.7K ﹤0.01%
+500
887
$19.7K ﹤0.01%
96
+77
888
$19.6K ﹤0.01%
245
-212
889
$19.6K ﹤0.01%
252
+183
890
$19.5K ﹤0.01%
154
891
$19.5K ﹤0.01%
436
-21
892
$19.5K ﹤0.01%
601
893
$19.4K ﹤0.01%
1,049
+14
894
$19.3K ﹤0.01%
275
895
$19.3K ﹤0.01%
2,674
896
$19.3K ﹤0.01%
446
897
$19.2K ﹤0.01%
500
-75
898
$19.2K ﹤0.01%
50
-9
899
$19.1K ﹤0.01%
204
900
$19.1K ﹤0.01%
500
34 35
36
37 38