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
1126
$8.12K ﹤0.01%
223
1127
$8.06K ﹤0.01%
300
1128
$8.01K ﹤0.01%
15
-69
1129
$7.93K ﹤0.01%
33
1130
$7.89K ﹤0.01%
157
1131
$7.87K ﹤0.01%
253
+2
1132
$7.87K ﹤0.01%
50
1133
$7.85K ﹤0.01%
321
-233
1134
$7.84K ﹤0.01%
149
1135
$7.83K ﹤0.01%
213
1136
$7.77K ﹤0.01%
150
1137
$7.75K ﹤0.01%
54
1138
$7.74K ﹤0.01%
600
-110
1139
$7.71K ﹤0.01%
700
1140
$7.7K ﹤0.01%
230
1141
$7.69K ﹤0.01%
306
1142
$7.59K ﹤0.01%
73
1143
$7.56K ﹤0.01%
200
1144
$7.55K ﹤0.01%
49
-20
1145
$7.53K ﹤0.01%
31
1146
$7.49K ﹤0.01%
64
1147
$7.42K ﹤0.01%
100
1148
$7.4K ﹤0.01%
71
1149
$7.39K ﹤0.01%
41
1150
$7.37K ﹤0.01%
35
44 45
46
47 48