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
876
$6K ﹤0.01%
+104
877
$6K ﹤0.01%
+500
878
$6K ﹤0.01%
+207
879
$6K ﹤0.01%
+280
880
$6K ﹤0.01%
+90
881
$6K ﹤0.01%
+310
882
$6K ﹤0.01%
+170
883
$6K ﹤0.01%
+92
884
$6K ﹤0.01%
+500
885
$6K ﹤0.01%
+78
886
$6K ﹤0.01%
+55
887
$6K ﹤0.01%
+1,600
888
$6K ﹤0.01%
+149
889
$6K ﹤0.01%
+200
890
$5K ﹤0.01%
+142
891
$5K ﹤0.01%
+24
892
$5K ﹤0.01%
+150
893
$5K ﹤0.01%
+48
894
$5K ﹤0.01%
+60
895
$5K ﹤0.01%
+72
896
$5K ﹤0.01%
+500
897
$5K ﹤0.01%
+100
898
$5K ﹤0.01%
+77
899
$5K ﹤0.01%
+89
900
$5K ﹤0.01%
+106
34 35
36
37 38