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
1176
$6.48K ﹤0.01%
461
1177
$6.47K ﹤0.01%
83
1178
$6.45K ﹤0.01%
315
1179
$6.41K ﹤0.01%
+256
1180
$6.39K ﹤0.01%
208
+8
1181
$6.35K ﹤0.01%
61
1182
$6.32K ﹤0.01%
285
-3,665
1183
$6.25K ﹤0.01%
1,058
1184
$6.21K ﹤0.01%
180
1185
$6.17K ﹤0.01%
20
1186
$6.13K ﹤0.01%
58
1187
$6.07K ﹤0.01%
697
-950
1188
$6.07K ﹤0.01%
362
1189
$6.06K ﹤0.01%
126
1190
$5.99K ﹤0.01%
79
1191
$5.92K ﹤0.01%
112
1192
$5.91K ﹤0.01%
19
1193
$5.88K ﹤0.01%
210
1194
$5.87K ﹤0.01%
127
1195
$5.87K ﹤0.01%
3
-2
1196
$5.84K ﹤0.01%
204
1197
$5.82K ﹤0.01%
78
1198
$5.82K ﹤0.01%
46
1199
$5.8K ﹤0.01%
32
1200
$5.75K ﹤0.01%
632
+2
46 47
48
49 50