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
901
$1K ﹤0.01%
+9
902
$1K ﹤0.01%
+124
903
$1K ﹤0.01%
+195
904
$1K ﹤0.01%
+9
905
$1K ﹤0.01%
+525
906
$1K ﹤0.01%
+200
907
$1K ﹤0.01%
+280
908
$1K ﹤0.01%
+8
909
$1K ﹤0.01%
+38
910
$1K ﹤0.01%
+24
911
$1K ﹤0.01%
+88
912
$1K ﹤0.01%
+16
913
$1K ﹤0.01%
+129
914
$1K ﹤0.01%
+50
915
$1K ﹤0.01%
+466
916
$1K ﹤0.01%
+310
917
$1K ﹤0.01%
+3
918
$1K ﹤0.01%
+16
919
$1K ﹤0.01%
+63
920
$1K ﹤0.01%
+200
921
$1K ﹤0.01%
+20
922
$1K ﹤0.01%
+50
923
$1K ﹤0.01%
+310
924
$1K ﹤0.01%
+600
925
$1K ﹤0.01%
+22
35 36
37
38 39