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
326
$95K 0.03%
+798
327
$95K 0.03%
+736
328
$94K 0.03%
+827
329
$94K 0.03%
+1,380
330
$93K 0.03%
+1,900
331
$93K 0.03%
+2,718
332
$93K 0.03%
+3,705
333
$93K 0.03%
+897
334
$92K 0.03%
+2,475
335
$91K 0.03%
+8,000
336
$91K 0.03%
+803
337
$91K 0.03%
+2,590
338
$90K 0.03%
+501
339
$89K 0.03%
+6,054
340
$88K 0.03%
+1,875
341
$88K 0.03%
+1,707
342
$86K 0.03%
+49
343
$86K 0.03%
+1,703
344
$85K 0.03%
+6,807
345
$85K 0.03%
+1,427
346
$85K 0.03%
+753
347
$85K 0.03%
+1,863
348
$84K 0.03%
+1,144
349
$84K 0.03%
+1,450
350
$84K 0.03%
+1,621
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