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
826
$8K ﹤0.01%
+198
827
$7K ﹤0.01%
+1,400
828
$7K ﹤0.01%
+204
829
$7K ﹤0.01%
+188
830
$7K ﹤0.01%
+139
831
$7K ﹤0.01%
+36
832
$7K ﹤0.01%
+155
833
$7K ﹤0.01%
+500
834
$7K ﹤0.01%
+500
835
$7K ﹤0.01%
+42
836
$7K ﹤0.01%
+310
837
$7K ﹤0.01%
+400
838
$7K ﹤0.01%
+262
839
$7K ﹤0.01%
+700
840
$7K ﹤0.01%
+300
841
$7K ﹤0.01%
+37
842
$7K ﹤0.01%
+141
843
$7K ﹤0.01%
+411
844
$7K ﹤0.01%
+123
845
$7K ﹤0.01%
+449
846
$7K ﹤0.01%
+147
847
$7K ﹤0.01%
+109
848
$7K ﹤0.01%
+105
849
$7K ﹤0.01%
+79
850
$7K ﹤0.01%
+120
32 33
34
35 36