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
$822M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$6.74M
3
+$3.17M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.03M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$2.7M

Top Sells

1
+$1.83M
2
+$1.2M
3
+$996K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$640K

Sector Composition

1 Technology 10.76%
2 Consumer Discretionary 4.54%
3 Financials 3.8%
4 Communication Services 3.01%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$17.2K ﹤0.01%
35
+15
927
$17.1K ﹤0.01%
1,811
928
$17.1K ﹤0.01%
354
+2
929
$17K ﹤0.01%
429
930
$16.9K ﹤0.01%
1,403
+28
931
$16.6K ﹤0.01%
56
+26
932
$16.6K ﹤0.01%
793
+4
933
$16.5K ﹤0.01%
605
+116
934
$16.5K ﹤0.01%
639
-82
935
$16.4K ﹤0.01%
530
936
$16.4K ﹤0.01%
1,120
+22
937
$16.1K ﹤0.01%
+1,100
938
$16.1K ﹤0.01%
200
939
$16K ﹤0.01%
252
+2
940
$16K ﹤0.01%
149
-696
941
$16K ﹤0.01%
294
942
$15.9K ﹤0.01%
39
943
$15.8K ﹤0.01%
84
-245
944
$15.8K ﹤0.01%
131
945
$15.8K ﹤0.01%
1,408
946
$15.7K ﹤0.01%
523
-91
947
$15.6K ﹤0.01%
200
-30
948
$15.6K ﹤0.01%
433
949
$15.6K ﹤0.01%
489
+50
950
$15.5K ﹤0.01%
1,091
36 37
38
39 40