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
701
$14K ﹤0.01%
+923
702
$14K ﹤0.01%
+521
703
$14K ﹤0.01%
+281
704
$14K ﹤0.01%
+400
705
$14K ﹤0.01%
+500
706
$14K ﹤0.01%
+114
707
$14K ﹤0.01%
+360
708
$14K ﹤0.01%
+219
709
$14K ﹤0.01%
+150
710
$14K ﹤0.01%
+738
711
$14K ﹤0.01%
+750
712
$14K ﹤0.01%
+299
713
$14K ﹤0.01%
+300
714
$14K ﹤0.01%
+300
715
$13K ﹤0.01%
+500
716
$13K ﹤0.01%
+182
717
$13K ﹤0.01%
+800
718
$13K ﹤0.01%
+515
719
$13K ﹤0.01%
+2,056
720
$13K ﹤0.01%
+254
721
$13K ﹤0.01%
+545
722
$13K ﹤0.01%
+336
723
$13K ﹤0.01%
+595
724
$13K ﹤0.01%
+735
725
$13K ﹤0.01%
+287
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