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
776
$10K ﹤0.01%
+250
777
$10K ﹤0.01%
+126
778
$10K ﹤0.01%
+336
779
$10K ﹤0.01%
+562
780
$10K ﹤0.01%
+500
781
$10K ﹤0.01%
+934
782
$10K ﹤0.01%
+50
783
$10K ﹤0.01%
+200
784
$10K ﹤0.01%
+16
785
$10K ﹤0.01%
+250
786
$10K ﹤0.01%
+500
787
$10K ﹤0.01%
+72
788
$10K ﹤0.01%
+200
789
$10K ﹤0.01%
+350
790
$10K ﹤0.01%
+1,000
791
$10K ﹤0.01%
+199
792
$10K ﹤0.01%
+77
793
$9K ﹤0.01%
+261
794
$9K ﹤0.01%
+500
795
$9K ﹤0.01%
+700
796
$9K ﹤0.01%
+656
797
$9K ﹤0.01%
+194
798
$9K ﹤0.01%
+178
799
$9K ﹤0.01%
+171
800
$9K ﹤0.01%
+79
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