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
1076
$10.1K ﹤0.01%
72
-32
1077
$10.1K ﹤0.01%
376
+184
1078
$9.99K ﹤0.01%
250
1079
$9.85K ﹤0.01%
201
1080
$9.78K ﹤0.01%
129
-3
1081
$9.77K ﹤0.01%
72
1082
$9.71K ﹤0.01%
37
-10
1083
$9.62K ﹤0.01%
80
1084
$9.6K ﹤0.01%
226
1085
$9.48K ﹤0.01%
113
1086
$9.46K ﹤0.01%
388
1087
$9.45K ﹤0.01%
71
1088
$9.4K ﹤0.01%
+236
1089
$9.27K ﹤0.01%
123
1090
$9.25K ﹤0.01%
47
1091
$9.19K ﹤0.01%
270
1092
$9.15K ﹤0.01%
87
-70
1093
$9.13K ﹤0.01%
2,500
1094
$9.12K ﹤0.01%
67
1095
$9.12K ﹤0.01%
181
+2
1096
$9.1K ﹤0.01%
437
1097
$9.04K ﹤0.01%
+125
1098
$9.01K ﹤0.01%
89
1099
$8.98K ﹤0.01%
108
-18
1100
$8.96K ﹤0.01%
150
-300
42 43
44
45 46