GSWM
Golden State Wealth Management Portfolio holdings
AUM
$822M
This Quarter Return
+1.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(-3.9%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-5.03%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
1,167
New
56
Increased
319
Reduced
261
Closed
73
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.75M |
| 2 |
Public Service Enterprise Group
PEG
|
$633K |
| 3 |
Altria Group
MO
|
$623K |
| 4 |
American Century US Quality Value ETF
VALQ
|
$604K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$579K |
Top Sells
Sector Composition
| 1 | Technology | 5.71% |
| 2 | Financials | 5.27% |
| 3 | Consumer Discretionary | 3.75% |
| 4 | Communication Services | 3.27% |
| 5 | Industrials | 3.18% |
