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
276
$139K 0.05%
+788
277
$138K 0.05%
+3,204
278
$137K 0.05%
+1,178
279
$137K 0.05%
+3,000
280
$134K 0.04%
+1,320
281
$133K 0.04%
+306
282
$133K 0.04%
+830
283
$133K 0.04%
+1,960
284
$130K 0.04%
+2,058
285
$130K 0.04%
+2,381
286
$130K 0.04%
+2,694
287
$129K 0.04%
+780
288
$129K 0.04%
+618
289
$128K 0.04%
+4,158
290
$123K 0.04%
+9,102
291
$122K 0.04%
+2,441
292
$121K 0.04%
+424
293
$121K 0.04%
+1,556
294
$121K 0.04%
+1,948
295
$121K 0.04%
+712
296
$120K 0.04%
+4,600
297
$120K 0.04%
+13,341
298
$119K 0.04%
+657
299
$118K 0.04%
+1,200
300
$117K 0.04%
+840
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