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
51
$1.28M 0.43%
+36,583
52
$1.25M 0.42%
+75,339
53
$1.23M 0.41%
+6,397
54
$1.18M 0.39%
+10,332
55
$1.09M 0.37%
+9,275
56
$1.09M 0.37%
+179,125
57
$1.07M 0.36%
+14,049
58
$1.03M 0.34%
+17,540
59
$1.02M 0.34%
+24,109
60
$1.02M 0.34%
+33,870
61
$997K 0.33%
+6,385
62
$981K 0.33%
+13,687
63
$963K 0.32%
+25,447
64
$959K 0.32%
+3,558
65
$957K 0.32%
+3,954
66
$939K 0.31%
+8,534
67
$919K 0.31%
+6,004
68
$918K 0.31%
+9,965
69
$912K 0.3%
+10,198
70
$899K 0.3%
+2,604
71
$879K 0.29%
+14,257
72
$872K 0.29%
+28,674
73
$870K 0.29%
+11,887
74
$836K 0.28%
+28,021
75
$835K 0.28%
+9,914
1 2
3
4 5