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
526
$33K 0.01%
+428
527
$33K 0.01%
+1,500
528
$33K 0.01%
+5,514
529
$33K 0.01%
+1,000
530
$33K 0.01%
+746
531
$33K 0.01%
+584
532
$32K 0.01%
+474
533
$32K 0.01%
+732
534
$32K 0.01%
+1,200
535
$32K 0.01%
+400
536
$32K 0.01%
+505
537
$31K 0.01%
+767
538
$31K 0.01%
+1,230
539
$31K 0.01%
+567
540
$31K 0.01%
+168
541
$31K 0.01%
+1,014
542
$31K 0.01%
+800
543
$31K 0.01%
+550
544
$31K 0.01%
+333
545
$30K 0.01%
+240
546
$30K 0.01%
+583
547
$30K 0.01%
+370
548
$30K 0.01%
+335
549
$30K 0.01%
+852
550
$29K 0.01%
+300
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