GSWM
Golden State Wealth Management Portfolio holdings
AUM
$822M
This Quarter Return
+11.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
–
Cap. Flow
+$299M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.7%
Holding
1,104
New
1,104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$27.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$11.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.7M |
| 4 |
VictoryShares US 500 Volatility Wtd ETF
CFA
|
+$8.46M |
| 5 |
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% |
