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
1226
$5K ﹤0.01%
24
1227
$5K ﹤0.01%
29
1228
$4.98K ﹤0.01%
126
1229
$4.96K ﹤0.01%
152
1230
$4.95K ﹤0.01%
166
1231
$4.92K ﹤0.01%
100
1232
$4.92K ﹤0.01%
11
1233
$4.9K ﹤0.01%
+142
1234
$4.89K ﹤0.01%
45
1235
$4.76K ﹤0.01%
900
1236
$4.74K ﹤0.01%
64
1237
$4.74K ﹤0.01%
300
-218
1238
$4.74K ﹤0.01%
1,830
1239
$4.69K ﹤0.01%
155
1240
$4.57K ﹤0.01%
105
1241
$4.57K ﹤0.01%
90
+27
1242
$4.55K ﹤0.01%
64
1243
$4.55K ﹤0.01%
75
1244
$4.54K ﹤0.01%
72
1245
$4.49K ﹤0.01%
330
+4
1246
$4.43K ﹤0.01%
60
-25
1247
$4.41K ﹤0.01%
76
1248
$4.38K ﹤0.01%
40
1249
$4.38K ﹤0.01%
57
1250
$4.32K ﹤0.01%
65
48 49
50
51 52