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
801
$9K ﹤0.01%
+500
802
$9K ﹤0.01%
+700
803
$9K ﹤0.01%
+656
804
$9K ﹤0.01%
+100
805
$9K ﹤0.01%
+261
806
$8K ﹤0.01%
+41
807
$8K ﹤0.01%
+1,400
808
$8K ﹤0.01%
+313
809
$8K ﹤0.01%
+330
810
$8K ﹤0.01%
+356
811
$8K ﹤0.01%
+226
812
$8K ﹤0.01%
+377
813
$8K ﹤0.01%
+80
814
$8K ﹤0.01%
+151
815
$8K ﹤0.01%
+426
816
$8K ﹤0.01%
+200
817
$8K ﹤0.01%
+257
818
$8K ﹤0.01%
+96
819
$8K ﹤0.01%
+5
820
$8K ﹤0.01%
+500
821
$8K ﹤0.01%
+202
822
$8K ﹤0.01%
+55
823
$8K ﹤0.01%
+66
824
$8K ﹤0.01%
+114
825
$8K ﹤0.01%
+51