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
951
$1K ﹤0.01%
+19
952
$1K ﹤0.01%
+145
953
$1K ﹤0.01%
+41
954
$1K ﹤0.01%
+47
955
$1K ﹤0.01%
+23
956
$1K ﹤0.01%
+34
957
$1K ﹤0.01%
+22
958
$1K ﹤0.01%
+73
959
$1K ﹤0.01%
+38
960
$1K ﹤0.01%
+29
961
$1K ﹤0.01%
+142
962
$1K ﹤0.01%
+118
963
$1K ﹤0.01%
+96
964
– –
-64,508
965
$0 ﹤0.01%
+25
966
$0 ﹤0.01%
+110
967
$0 ﹤0.01%
+31
968
$0 ﹤0.01%
+17
969
$0 ﹤0.01%
+225
970
– –
0
971
– –
-3,551
972
$0 ﹤0.01%
+6
973
$0 ﹤0.01%
+25
974
$0 ﹤0.01%
+2
975
$0 ﹤0.01%
+100
37 38
39
40 41