GSWM

Golden State Wealth Management Portfolio holdings

AUM $915M
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
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
+$27.4M
2
+$11.1M
3
+$9.33M
4
CFA icon
VictoryShares US 500 Volatility Wtd ETF
CFA
+$8.15M
5
AAPL icon
Apple
AAPL
+$6.7M

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
726
$13K ﹤0.01%
+1,135
727
$13K ﹤0.01%
+750
728
$13K ﹤0.01%
+400
729
$13K ﹤0.01%
+500
730
$12K ﹤0.01%
+300
731
$12K ﹤0.01%
+604
732
$12K ﹤0.01%
+314
733
$12K ﹤0.01%
+200
734
$12K ﹤0.01%
+176
735
$12K ﹤0.01%
+650
736
$12K ﹤0.01%
+83
737
$12K ﹤0.01%
+250
738
$12K ﹤0.01%
+459
739
$12K ﹤0.01%
+200
740
$12K ﹤0.01%
+350
741
$12K ﹤0.01%
+50
742
$12K ﹤0.01%
+100
743
$12K ﹤0.01%
+266
744
$12K ﹤0.01%
+291
745
$12K ﹤0.01%
+78
746
$12K ﹤0.01%
+269
747
$12K ﹤0.01%
+291
748
$12K ﹤0.01%
+69
749
$12K ﹤0.01%
+522
750
$12K ﹤0.01%
+88
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30
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