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
401
$62K 0.02%
+716
402
$62K 0.02%
+1,199
403
$61K 0.02%
+1,162
404
$61K 0.02%
+350
405
$60K 0.02%
+6,876
406
$60K 0.02%
+2,740
407
$58K 0.02%
+705
408
$58K 0.02%
+814
409
$58K 0.02%
+1,620
410
$58K 0.02%
+2,070
411
$58K 0.02%
+1,900
412
$57K 0.02%
+1,143
413
$56K 0.02%
+350
414
$56K 0.02%
+407
415
$55K 0.02%
+425
416
$55K 0.02%
+1,542
417
$55K 0.02%
+1,028
418
$55K 0.02%
+601
419
$54K 0.02%
+1,000
420
$54K 0.02%
+928
421
$54K 0.02%
+418
422
$53K 0.02%
+1,092
423
$53K 0.02%
+878
424
$53K 0.02%
+540
425
$53K 0.02%
+651
15 16
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