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
476
$44K 0.01%
+500
477
$44K 0.01%
+1,754
478
$44K 0.01%
+2,480
479
$44K 0.01%
+258
480
$44K 0.01%
+950
481
$43K 0.01%
+994
482
$43K 0.01%
+750
483
$43K 0.01%
+900
484
$43K 0.01%
+1,665
485
$43K 0.01%
+851
486
$43K 0.01%
+423
487
$42K 0.01%
+1,080
488
$42K 0.01%
+6,725
489
$42K 0.01%
+1,366
490
$42K 0.01%
+440
491
$42K 0.01%
+312
492
$42K 0.01%
+762
493
$41K 0.01%
+574
494
$41K 0.01%
+561
495
$41K 0.01%
+435
496
$41K 0.01%
+1,428
497
$41K 0.01%
+1,708
498
$41K 0.01%
+1,027
499
$41K 0.01%
+825
500
$41K 0.01%
+296
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