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
426
$53K 0.02%
+689
427
$53K 0.02%
+3,000
428
$52K 0.02%
+4,275
429
$52K 0.02%
+1,640
430
$52K 0.02%
+796
431
$52K 0.02%
+1,014
432
$52K 0.02%
+598
433
$52K 0.02%
+1,818
434
$52K 0.02%
+524
435
$52K 0.02%
+1,780
436
$52K 0.02%
+1,449
437
$52K 0.02%
+1,321
438
$52K 0.02%
+900
439
$51K 0.02%
+641
440
$51K 0.02%
+409
441
$50K 0.02%
+1,272
442
$50K 0.02%
+892
443
$50K 0.02%
+2,500
444
$50K 0.02%
+948
445
$50K 0.02%
+1,414
446
$50K 0.02%
+382
447
$49K 0.02%
+2,158
448
$49K 0.02%
+615
449
$49K 0.02%
+1,540
450
$49K 0.02%
+1,300
16 17
18
19 20