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
1276
$3.71K ﹤0.01%
36
+30
1277
$3.71K ﹤0.01%
92
1278
$3.7K ﹤0.01%
59
1279
$3.69K ﹤0.01%
166
1280
$3.68K ﹤0.01%
783
1281
$3.67K ﹤0.01%
50
1282
$3.66K ﹤0.01%
+861
1283
$3.63K ﹤0.01%
179
1284
$3.6K ﹤0.01%
2,707
1285
$3.58K ﹤0.01%
144
1286
$3.56K ﹤0.01%
569
1287
$3.54K ﹤0.01%
191
-38
1288
$3.5K ﹤0.01%
59
1289
$3.5K ﹤0.01%
30
+7
1290
$3.5K ﹤0.01%
3,700
1291
$3.48K ﹤0.01%
+50
1292
$3.45K ﹤0.01%
81
1293
$3.43K ﹤0.01%
58
1294
$3.41K ﹤0.01%
89
1295
$3.3K ﹤0.01%
120
1296
$3.28K ﹤0.01%
36
1297
$3.24K ﹤0.01%
25
-17
1298
$3.21K ﹤0.01%
+54
1299
$3.2K ﹤0.01%
149
+4
1300
$3.15K ﹤0.01%
306
50 51
52
53 54