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
676
$15K 0.01%
+1,054
677
$15K 0.01%
+207
678
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+296
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+3,281
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682
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683
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+1,202
684
$15K 0.01%
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685
$15K 0.01%
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686
$15K 0.01%
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687
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688
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689
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691
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692
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$14K ﹤0.01%
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699
$14K ﹤0.01%
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700
$14K ﹤0.01%
+500