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
926
$1K ﹤0.01%
+38
927
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+29
928
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+142
929
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+118
930
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931
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+1
932
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+46
933
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+3
934
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935
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+20
936
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+91
937
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938
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939
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+14
940
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+14
941
$1K ﹤0.01%
+13
942
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+112
943
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+9
944
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+37
945
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+10
946
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+80
947
$1K ﹤0.01%
+140
948
$1K ﹤0.01%
+2
949
$1K ﹤0.01%
+178
950
$1K ﹤0.01%
+302
36 37
38
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