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
1326
$2.57K ﹤0.01%
36
1327
$2.52K ﹤0.01%
40
1328
$2.51K ﹤0.01%
65
-68
1329
$2.41K ﹤0.01%
350
1330
$2.4K ﹤0.01%
11
1331
$2.37K ﹤0.01%
98
-75
1332
$2.37K ﹤0.01%
23
1333
$2.34K ﹤0.01%
30
-20
1334
$2.33K ﹤0.01%
250
1335
$2.31K ﹤0.01%
49
1336
$2.31K ﹤0.01%
71
1337
$2.3K ﹤0.01%
79
1338
$2.28K ﹤0.01%
115
1339
$2.28K ﹤0.01%
520
1340
$2.28K ﹤0.01%
93
1341
$2.26K ﹤0.01%
56
+5
1342
$2.25K ﹤0.01%
59
1343
$2.25K ﹤0.01%
73
1344
$2.23K ﹤0.01%
+30
1345
$2.23K ﹤0.01%
263
1346
$2.22K ﹤0.01%
22
1347
$2.2K ﹤0.01%
20
1348
$2.19K ﹤0.01%
246
1349
$2.17K ﹤0.01%
45
-7
1350
$2.13K ﹤0.01%
24
+8
52 53
54
55 56