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
751
$12K ﹤0.01%
+50
752
$12K ﹤0.01%
+100
753
$12K ﹤0.01%
+266
754
$12K ﹤0.01%
+291
755
$11K ﹤0.01%
+400
756
$11K ﹤0.01%
+300
757
$11K ﹤0.01%
+595
758
$11K ﹤0.01%
+926
759
$11K ﹤0.01%
+63
760
$11K ﹤0.01%
+250
761
$11K ﹤0.01%
+108
762
$11K ﹤0.01%
+550
763
$11K ﹤0.01%
+84
764
$11K ﹤0.01%
+90
765
$11K ﹤0.01%
+214
766
$11K ﹤0.01%
+319
767
$11K ﹤0.01%
+170
768
$11K ﹤0.01%
+151
769
$11K ﹤0.01%
+182
770
$10K ﹤0.01%
+72
771
$10K ﹤0.01%
+200
772
$10K ﹤0.01%
+77
773
$10K ﹤0.01%
+300
774
$10K ﹤0.01%
+295
775
$10K ﹤0.01%
+60
29 30
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