GSWM

Golden State Wealth Management Portfolio holdings

AUM $906M
1-Year Est. Return 18.23%
This Quarter Est. Return
1 Year Est. Return
+18.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$11.6M
3
+$9.7M
4
CFA icon
VictoryShares US 500 Volatility Wtd ETF
CFA
+$8.46M
5
AAPL icon
Apple
AAPL
+$7.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.04%
2 Financials 4.62%
3 Consumer Discretionary 4.15%
4 Communication Services 3.47%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$199K 0.07%
+1,100
227
$199K 0.07%
+3,806
228
$196K 0.07%
+2,135
229
$196K 0.07%
+1,296
230
$195K 0.07%
+7,762
231
$193K 0.06%
+704
232
$192K 0.06%
+670
233
$192K 0.06%
+4,020
234
$192K 0.06%
+2,553
235
$191K 0.06%
+1,610
236
$190K 0.06%
+7,605
237
$190K 0.06%
+4,698
238
$188K 0.06%
+3,050
239
$185K 0.06%
+7,960
240
$184K 0.06%
+1,800
241
$179K 0.06%
+1,092
242
$176K 0.06%
+13,264
243
$174K 0.06%
+736
244
$173K 0.06%
+11,000
245
$169K 0.06%
+1,512
246
$168K 0.06%
+1,881
247
$166K 0.06%
+5,077
248
$165K 0.06%
+1,057
249
$164K 0.05%
+3,030
250
$162K 0.05%
+26,745
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