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
776
$10K ﹤0.01%
+150
777
$10K ﹤0.01%
+500
778
$10K ﹤0.01%
+1,000
779
$10K ﹤0.01%
+199
780
$10K ﹤0.01%
+88
781
$10K ﹤0.01%
+150
782
$10K ﹤0.01%
+250
783
$10K ﹤0.01%
+126
784
$10K ﹤0.01%
+336
785
$10K ﹤0.01%
+562
786
$10K ﹤0.01%
+500
787
$10K ﹤0.01%
+934
788
$10K ﹤0.01%
+50
789
$10K ﹤0.01%
+200
790
$10K ﹤0.01%
+155
791
$10K ﹤0.01%
+250
792
$10K ﹤0.01%
+350
793
$9K ﹤0.01%
+194
794
$9K ﹤0.01%
+178
795
$9K ﹤0.01%
+171
796
$9K ﹤0.01%
+79
797
$9K ﹤0.01%
+600
798
$9K ﹤0.01%
+144
799
$9K ﹤0.01%
+200
800
$9K ﹤0.01%
+389
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