GSWM
Golden State Wealth Management Portfolio holdings
AUM
$906M
1-Year Est. Return
18.23%
1 Year Est. Return
+18.23%
AUM
$822M
AUM Growth
+$149M
(+22%)
Holding
1,677
Top Buys
| 1 | +$35M | |
| 2 | +$7.29M | |
| 3 | +$3.58M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.24M |
| 5 |
NVIDIA
NVDA
|
+$3.02M |
Top Sells
| 1 | +$2.03M | |
| 2 | +$1.27M | |
| 3 | +$1.04M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$862K |
| 5 |
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
|
+$670K |
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 | |
|---|---|---|---|---|---|---|
|
JOYY
1676
JOYY Inc
JOYY
$3.01B
| – | – |
-30
|
|
||
1677
Federated Hermes Total Return Bond ETF
FTRB
$336M
| – | – |
-1,374
|
|