GSWM

Golden State Wealth Management Portfolio holdings

AUM $906M
1-Year Est. Return 18.23%
This Fund
S&P 500
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
851
$7K ﹤0.01%
+229
852
$7K ﹤0.01%
+300
853
$7K ﹤0.01%
+310
854
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855
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+262
856
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857
$6K ﹤0.01%
+1,000
858
$6K ﹤0.01%
+120
859
$6K ﹤0.01%
+265
860
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861
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+300
862
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863
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+2,000
864
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865
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+56
866
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+310
867
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868
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869
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870
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+45
871
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+120
872
$6K ﹤0.01%
+364
873
$6K ﹤0.01%
+280
874
$6K ﹤0.01%
+269
875
$6K ﹤0.01%
+350