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
251
$159K 0.05%
+2,470
252
$157K 0.05%
+2,000
253
$157K 0.05%
+5,363
254
$155K 0.05%
+3,588
255
$155K 0.05%
+4,701
256
$155K 0.05%
+11,222
257
$155K 0.05%
+5,119
258
$153K 0.05%
+9,350
259
$151K 0.05%
+3,768
260
$151K 0.05%
+4,425
261
$149K 0.05%
+773
262
$148K 0.05%
+2,373
263
$148K 0.05%
+3,815
264
$148K 0.05%
+1,369
265
$144K 0.05%
+3,774
266
$144K 0.05%
+4,589
267
$142K 0.05%
+25,509
268
$142K 0.05%
+1,327
269
$142K 0.05%
+2,327
270
$142K 0.05%
+11,683
271
$142K 0.05%
+6,757
272
$141K 0.05%
+6,630
273
$140K 0.05%
+1,085
274
$140K 0.05%
+3,370
275
$140K 0.05%
+6,662
9 10
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