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
451
$48K 0.02%
+1,500
452
$48K 0.02%
+460
453
$48K 0.02%
+927
454
$48K 0.02%
+855
455
$48K 0.02%
+1,535
456
$47K 0.02%
+250
457
$47K 0.02%
+238
458
$47K 0.02%
+336
459
$47K 0.02%
+3,080
460
$46K 0.02%
+920
461
$46K 0.02%
+1,052
462
$46K 0.02%
+4,000
463
$46K 0.02%
+978
464
$46K 0.02%
+337
465
$46K 0.02%
+5,950
466
$46K 0.02%
+333
467
$45K 0.02%
+513
468
$45K 0.02%
+437
469
$45K 0.02%
+377
470
$45K 0.02%
+362
471
$45K 0.02%
+3,000
472
$45K 0.02%
+930
473
$45K 0.02%
+2,893
474
$45K 0.02%
+825
475
$44K 0.01%
+510
17 18
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