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
26
$2.26M 0.76%
+22,765
27
$2.19M 0.73%
+13,148
28
$2.15M 0.72%
+36,532
29
$2.1M 0.7%
+22,918
30
$1.98M 0.66%
+54,696
31
$1.88M 0.63%
+33,441
32
$1.85M 0.62%
+47,234
33
$1.84M 0.61%
+74,722
34
$1.78M 0.59%
+6,849
35
$1.75M 0.59%
+25,878
36
$1.74M 0.58%
+74,455
37
$1.72M 0.57%
+32,170
38
$1.72M 0.57%
+16,966
39
$1.7M 0.57%
+131,351
40
$1.7M 0.57%
+4,444
41
$1.57M 0.52%
+6,344
42
$1.48M 0.5%
+34,526
43
$1.41M 0.47%
+23,626
44
$1.4M 0.47%
+4,653
45
$1.39M 0.46%
+32,329
46
$1.38M 0.46%
+12,607
47
$1.33M 0.44%
+44,162
48
$1.32M 0.44%
+14,025
49
$1.32M 0.44%
+93,158
50
$1.28M 0.43%
+12,836
1
2
3 4 5