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
926
$1K ﹤0.01%
+30
927
$1K ﹤0.01%
+2
928
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+55
929
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+90
930
$1K ﹤0.01%
+359
931
$1K ﹤0.01%
+19
932
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+145
933
$1K ﹤0.01%
+41
934
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+47
935
$1K ﹤0.01%
+23
936
$1K ﹤0.01%
+34
937
$1K ﹤0.01%
+22
938
$1K ﹤0.01%
+73
939
$1K ﹤0.01%
+38
940
$1K ﹤0.01%
+142
941
$1K ﹤0.01%
+118
942
$1K ﹤0.01%
+96
943
$1K ﹤0.01%
+20
944
$1K ﹤0.01%
+91
945
$1K ﹤0.01%
+41
946
$1K ﹤0.01%
+6
947
$1K ﹤0.01%
+14
948
$1K ﹤0.01%
+14
949
$1K ﹤0.01%
+13
950
$1K ﹤0.01%
+112
36 37
38
39 40