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
501
$40K 0.01%
+903
502
$40K 0.01%
+1,394
503
$40K 0.01%
+1,136
504
$40K 0.01%
+3,500
505
$39K 0.01%
+1,700
506
$39K 0.01%
+4,800
507
$39K 0.01%
+708
508
$38K 0.01%
+1,297
509
$38K 0.01%
+1,001
510
$38K 0.01%
+465
511
$38K 0.01%
+306
512
$38K 0.01%
+606
513
$37K 0.01%
+898
514
$37K 0.01%
+949
515
$37K 0.01%
+575
516
$36K 0.01%
+692
517
$36K 0.01%
+1,300
518
$36K 0.01%
+522
519
$36K 0.01%
+1,168
520
$35K 0.01%
+882
521
$35K 0.01%
+1,161
522
$35K 0.01%
+2,333
523
$35K 0.01%
+465
524
$35K 0.01%
+702
525
$34K 0.01%
+658
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