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
651
$18K 0.01%
+2,446
652
$18K 0.01%
+982
653
$18K 0.01%
+481
654
$18K 0.01%
+750
655
$18K 0.01%
+107
656
$17K 0.01%
+1,425
657
$17K 0.01%
+456
658
$17K 0.01%
+650
659
$17K 0.01%
+531
660
$17K 0.01%
+400
661
$17K 0.01%
+585
662
$17K 0.01%
+695
663
$17K 0.01%
+240
664
$17K 0.01%
+1,150
665
$17K 0.01%
+164
666
$17K 0.01%
+1,058
667
$17K 0.01%
+964
668
$17K 0.01%
+301
669
$17K 0.01%
+250
670
$16K 0.01%
+332
671
$16K 0.01%
+482
672
$16K 0.01%
+138
673
$16K 0.01%
+2,450
674
$16K 0.01%
+180
675
$16K 0.01%
+200
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