GSWM
Golden State Wealth Management Portfolio holdings
AUM
$822M
This Quarter Return
+10.13%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$822M
AUM Growth
+$149M
(+22%)
Cap. Flow
+$93.7M
Cap. Flow
% of AUM
11.41%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
1,677
New
89
Increased
456
Reduced
412
Closed
109
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$35M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.29M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$3.58M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$3.24M |
| 5 |
NVIDIA
NVDA
|
$3.02M |
Top Sells
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Consumer Discretionary | 4.54% |
| 3 | Financials | 3.8% |
| 4 | Communication Services | 3.01% |
| 5 | Industrials | 2.12% |
