GSWM

Golden State Wealth Management Portfolio holdings

AUM $915M
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
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
901
$1K ﹤0.01%
+16
902
$1K ﹤0.01%
+129
903
$1K ﹤0.01%
+50
904
$1K ﹤0.01%
+47
905
$1K ﹤0.01%
+310
906
$1K ﹤0.01%
+3
907
$1K ﹤0.01%
+16
908
$1K ﹤0.01%
+63
909
$1K ﹤0.01%
+50
910
$1K ﹤0.01%
+310
911
$1K ﹤0.01%
+600
912
$1K ﹤0.01%
+22
913
$1K ﹤0.01%
+30
914
$1K ﹤0.01%
+2
915
$1K ﹤0.01%
+55
916
$1K ﹤0.01%
+90
917
$1K ﹤0.01%
+359
918
$1K ﹤0.01%
+19
919
$1K ﹤0.01%
+145
920
$1K ﹤0.01%
+41
921
$1K ﹤0.01%
+47
922
$1K ﹤0.01%
+23
923
$1K ﹤0.01%
+34
924
$1K ﹤0.01%
+22
925
$1K ﹤0.01%
+73
35 36
37
38 39