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
301
$116K 0.04%
+1,483
302
$116K 0.04%
+3,555
303
$115K 0.04%
+4,335
304
$114K 0.04%
+857
305
$114K 0.04%
+1,205
306
$113K 0.04%
+2,275
307
$113K 0.04%
+4,795
308
$113K 0.04%
+4,280
309
$112K 0.04%
+3,350
310
$110K 0.04%
+6,140
311
$109K 0.04%
+4,359
312
$108K 0.04%
+5,927
313
$108K 0.04%
+1,275
314
$107K 0.04%
+642
315
$106K 0.04%
+1,811
316
$105K 0.04%
+1,445
317
$105K 0.04%
+5,240
318
$104K 0.03%
+2,238
319
$103K 0.03%
+5,033
320
$102K 0.03%
+10,206
321
$101K 0.03%
+1,523
322
$100K 0.03%
+3,100
323
$99K 0.03%
+1,240
324
$96K 0.03%
+4,518
325
$96K 0.03%
+9,996
11 12
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