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
626
$20K 0.01%
+202
627
$20K 0.01%
+378
628
$20K 0.01%
+170
629
$20K 0.01%
+109
630
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+636
631
$20K 0.01%
+905
632
$20K 0.01%
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633
$20K 0.01%
+967
634
$20K 0.01%
+10
635
$19K 0.01%
+408
636
$19K 0.01%
+483
637
$19K 0.01%
+582
638
$19K 0.01%
+1,700
639
$19K 0.01%
+434
640
$19K 0.01%
+1,811
641
$19K 0.01%
+256
642
$19K 0.01%
+400
643
$19K 0.01%
+400
644
$19K 0.01%
+600
645
$19K 0.01%
+1,000
646
$18K 0.01%
+255
647
$18K 0.01%
+1,058
648
$18K 0.01%
+437
649
$18K 0.01%
+1,796
650
$18K 0.01%
+1,113
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