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
876
$6K ﹤0.01%
+350
877
$6K ﹤0.01%
+104
878
$6K ﹤0.01%
+500
879
$6K ﹤0.01%
+207
880
$6K ﹤0.01%
+280
881
$6K ﹤0.01%
+90
882
$6K ﹤0.01%
+310
883
$6K ﹤0.01%
+170
884
$6K ﹤0.01%
+92
885
$6K ﹤0.01%
+500
886
$6K ﹤0.01%
+78
887
$6K ﹤0.01%
+55
888
$6K ﹤0.01%
+1,600
889
$6K ﹤0.01%
+149
890
$5K ﹤0.01%
+150
891
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+142
892
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+24
893
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894
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+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