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
551
$29K 0.01%
+267
552
$29K 0.01%
+350
553
$29K 0.01%
+1,600
554
$29K 0.01%
+342
555
$29K 0.01%
+1,752
556
$29K 0.01%
+602
557
$28K 0.01%
+2,150
558
$28K 0.01%
+700
559
$28K 0.01%
+1,823
560
$28K 0.01%
+277
561
$28K 0.01%
+509
562
$27K 0.01%
+255
563
$27K 0.01%
+2,500
564
$27K 0.01%
+390
565
$27K 0.01%
+271
566
$27K 0.01%
+671
567
$27K 0.01%
+282
568
$27K 0.01%
+1,731
569
$27K 0.01%
+312
570
$27K 0.01%
+1,447
571
$27K 0.01%
+430
572
$27K 0.01%
+318
573
$27K 0.01%
+450
574
$27K 0.01%
+1,900
575
$26K 0.01%
+1,775
21 22
23
24 25