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
851
$7K ﹤0.01%
+31
852
$7K ﹤0.01%
+171
853
$7K ﹤0.01%
+60
854
$7K ﹤0.01%
+380
855
$7K ﹤0.01%
+229
856
$7K ﹤0.01%
+300
857
$6K ﹤0.01%
+1,000
858
$6K ﹤0.01%
+55
859
$6K ﹤0.01%
+1,600
860
$6K ﹤0.01%
+149
861
$6K ﹤0.01%
+120
862
$6K ﹤0.01%
+265
863
$6K ﹤0.01%
+200
864
$6K ﹤0.01%
+300
865
$6K ﹤0.01%
+300
866
$6K ﹤0.01%
+2,000
867
$6K ﹤0.01%
+141
868
$6K ﹤0.01%
+56
869
$6K ﹤0.01%
+310
870
$6K ﹤0.01%
+165
871
$6K ﹤0.01%
+200
872
$6K ﹤0.01%
+125
873
$6K ﹤0.01%
+45
874
$6K ﹤0.01%
+118
875
$6K ﹤0.01%
+364
33 34
35
36 37