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
601
$23K 0.01%
+1,800
602
$22K 0.01%
+1,830
603
$22K 0.01%
+176
604
$22K 0.01%
+632
605
$22K 0.01%
+591
606
$22K 0.01%
+449
607
$22K 0.01%
+750
608
$22K 0.01%
+953
609
$22K 0.01%
+1,000
610
$22K 0.01%
+625
611
$22K 0.01%
+104
612
$21K 0.01%
+249
613
$21K 0.01%
+857
614
$21K 0.01%
+762
615
$21K 0.01%
+950
616
$21K 0.01%
+595
617
$21K 0.01%
+1,051
618
$21K 0.01%
+358
619
$21K 0.01%
+196
620
$21K 0.01%
+1,699
621
$21K 0.01%
+697
622
$21K 0.01%
+250
623
$20K 0.01%
+1,533
624
$20K 0.01%
+1,000
625
$20K 0.01%
+947
23 24
25
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