GSWM

Golden State Wealth Management Portfolio holdings

AUM $822M
This Quarter Est. Return
1 Year Est. Return
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 +$35M
2 +$7.29M
3 +$3.58M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.24M
5
NVDA icon
NVIDIA
NVDA
+$3.02M

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
VSH icon
1676
Vishay Intertechnology
VSH
$2.37B
-200
WBA
1677
DELISTED
Walgreens Boots Alliance
WBA
-50