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
726
$13K ﹤0.01%
+71
727
$13K ﹤0.01%
+1,135
728
$13K ﹤0.01%
+750
729
$13K ﹤0.01%
+400
730
$12K ﹤0.01%
+78
731
$12K ﹤0.01%
+522
732
$12K ﹤0.01%
+88
733
$12K ﹤0.01%
+3,250
734
$12K ﹤0.01%
+245
735
$12K ﹤0.01%
+537
736
$12K ﹤0.01%
+92
737
$12K ﹤0.01%
+269
738
$12K ﹤0.01%
+291
739
$12K ﹤0.01%
+69
740
$12K ﹤0.01%
+300
741
$12K ﹤0.01%
+604
742
$12K ﹤0.01%
+314
743
$12K ﹤0.01%
+200
744
$12K ﹤0.01%
+176
745
$12K ﹤0.01%
+650
746
$12K ﹤0.01%
+83
747
$12K ﹤0.01%
+250
748
$12K ﹤0.01%
+459
749
$12K ﹤0.01%
+200
750
$12K ﹤0.01%
+350