GSWM

Golden State Wealth Management Portfolio holdings

AUM $673M
AUM
$673M
AUM Growth
+$5.57M
Cap. Flow
+$32.5M
Cap. Flow %
4.83%
Top 10 Hldgs %
29.99%
Holding
1,655
New
142
Increased
451
Reduced
332
Closed
67
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-78
Closed
$00%0
-500
Closed
$00%0
-1,443
Closed
$00%0
-3,000
Closed
$00%0
-12
Closed