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
351
$83K 0.03%
+485
352
$83K 0.03%
+1,737
353
$83K 0.03%
+971
354
$83K 0.03%
+1,600
355
$82K 0.03%
+1,744
356
$80K 0.03%
+1,524
357
$79K 0.03%
+1,580
358
$79K 0.03%
+1,030
359
$78K 0.03%
+183
360
$78K 0.03%
+500
361
$78K 0.03%
+3,135
362
$78K 0.03%
+1,298
363
$77K 0.03%
+7,514
364
$77K 0.03%
+3,200
365
$76K 0.03%
+1,767
366
$76K 0.03%
+1,408
367
$76K 0.03%
+7,700
368
$76K 0.03%
+1,283
369
$75K 0.03%
+1,477
370
$75K 0.03%
+3,000
371
$75K 0.03%
+1,975
372
$74K 0.02%
+1,110
373
$73K 0.02%
+1,030
374
$73K 0.02%
+1,760
375
$72K 0.02%
+3,250
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