GSWM

Golden State Wealth Management Portfolio holdings

AUM $906M
1-Year Est. Return 18.23%
This Fund
S&P 500
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%
+266
752
$12K ﹤0.01%
+291
753
$12K ﹤0.01%
+250
754
$12K ﹤0.01%
+459
755
$11K ﹤0.01%
+63
756
$11K ﹤0.01%
+250
757
$11K ﹤0.01%
+108
758
$11K ﹤0.01%
+550
759
$11K ﹤0.01%
+84
760
$11K ﹤0.01%
+90
761
$11K ﹤0.01%
+214
762
$11K ﹤0.01%
+319
763
$11K ﹤0.01%
+170
764
$11K ﹤0.01%
+151
765
$11K ﹤0.01%
+182
766
$11K ﹤0.01%
+400
767
$11K ﹤0.01%
+300
768
$11K ﹤0.01%
+595
769
$11K ﹤0.01%
+926
770
$10K ﹤0.01%
+500
771
$10K ﹤0.01%
+300
772
$10K ﹤0.01%
+295
773
$10K ﹤0.01%
+60
774
$10K ﹤0.01%
+150
775
$10K ﹤0.01%
+88
29 30
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