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
376
$72K 0.02%
+491
377
$71K 0.02%
+994
378
$71K 0.02%
+1,904
379
$71K 0.02%
+1,334
380
$68K 0.02%
+1,520
381
$68K 0.02%
+755
382
$68K 0.02%
+785
383
$68K 0.02%
+1,270
384
$67K 0.02%
+694
385
$67K 0.02%
+1,837
386
$67K 0.02%
+731
387
$67K 0.02%
+781
388
$67K 0.02%
+1,691
389
$66K 0.02%
+6,855
390
$66K 0.02%
+150
391
$65K 0.02%
+1,232
392
$65K 0.02%
+3,665
393
$65K 0.02%
+291
394
$64K 0.02%
+2,500
395
$64K 0.02%
+3,005
396
$63K 0.02%
+1,920
397
$63K 0.02%
+182
398
$63K 0.02%
+795
399
$63K 0.02%
+1,014
400
$62K 0.02%
+656
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