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
951
$15.4K ﹤0.01%
686
-117
952
$15.3K ﹤0.01%
173
953
$15.3K ﹤0.01%
338
954
$15.2K ﹤0.01%
625
-453
955
$15.2K ﹤0.01%
269
-13
956
$15.1K ﹤0.01%
309
-25
957
$15.1K ﹤0.01%
438
958
$15K ﹤0.01%
65
959
$15K ﹤0.01%
68
960
$15K ﹤0.01%
118
961
$14.9K ﹤0.01%
607
962
$14.9K ﹤0.01%
1,150
963
$14.8K ﹤0.01%
2
964
$14.8K ﹤0.01%
220
965
$14.7K ﹤0.01%
577
+8
966
$14.7K ﹤0.01%
+90
967
$14.6K ﹤0.01%
356
968
$14.4K ﹤0.01%
276
969
$14.2K ﹤0.01%
263
+258
970
$14.2K ﹤0.01%
143
971
$14.2K ﹤0.01%
800
972
$14.1K ﹤0.01%
1,375
+45
973
$14.1K ﹤0.01%
336
+226
974
$14.1K ﹤0.01%
284
+2
975
$14.1K ﹤0.01%
152
+22
37 38
39
40 41