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
1251
$4.3K ﹤0.01%
82
+1
1252
$4.27K ﹤0.01%
1,299
-1
1253
$4.24K ﹤0.01%
18
1254
$4.23K ﹤0.01%
900
1255
$4.22K ﹤0.01%
148
-374
1256
$4.2K ﹤0.01%
+1,666
1257
$4.19K ﹤0.01%
200
1258
$4.13K ﹤0.01%
71
-55
1259
$4.09K ﹤0.01%
300
1260
$4.03K ﹤0.01%
15
1261
$4K ﹤0.01%
170
1262
$3.97K ﹤0.01%
90
1263
$3.97K ﹤0.01%
470
1264
$3.94K ﹤0.01%
200
1265
$3.92K ﹤0.01%
166
+8
1266
$3.9K ﹤0.01%
48
1267
$3.88K ﹤0.01%
+84
1268
$3.85K ﹤0.01%
532
1269
$3.85K ﹤0.01%
144
1270
$3.84K ﹤0.01%
87
1271
$3.79K ﹤0.01%
44
1272
$3.76K ﹤0.01%
160
1273
$3.76K ﹤0.01%
1,423
1274
$3.74K ﹤0.01%
884
1275
$3.73K ﹤0.01%
30
-25
49 50
51
52 53