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
$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%
+9
902
$1K ﹤0.01%
+525
903
$1K ﹤0.01%
+124
904
$1K ﹤0.01%
+280
905
$1K ﹤0.01%
+8
906
$1K ﹤0.01%
+1
907
$1K ﹤0.01%
+46
908
$1K ﹤0.01%
+3
909
$1K ﹤0.01%
+318
910
$1K ﹤0.01%
+20
911
$1K ﹤0.01%
+91
912
$1K ﹤0.01%
+41
913
$1K ﹤0.01%
+6
914
$1K ﹤0.01%
+14
915
$1K ﹤0.01%
+14
916
$1K ﹤0.01%
+13
917
$1K ﹤0.01%
+112
918
$1K ﹤0.01%
+9
919
$1K ﹤0.01%
+37
920
$1K ﹤0.01%
+10
921
$1K ﹤0.01%
+80
922
$1K ﹤0.01%
+140
923
$1K ﹤0.01%
+50
924
$1K ﹤0.01%
+200
925
$1K ﹤0.01%
+650
35 36
37
38 39