GSWM

Golden State Wealth Management Portfolio holdings

AUM $947M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
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
851
$7K ﹤0.01%
+1,400
852
$7K ﹤0.01%
+155
853
$7K ﹤0.01%
+500
854
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+500
855
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856
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857
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+200
858
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+1,000
859
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+120
860
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861
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+200
862
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864
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+2,000
865
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866
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867
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868
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869
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870
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871
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+45
872
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+120
873
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+364
874
$6K ﹤0.01%
+280
875
$6K ﹤0.01%
+269