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
901
$5K ﹤0.01%
+72
902
$5K ﹤0.01%
+77
903
$5K ﹤0.01%
+55
904
$5K ﹤0.01%
+80
905
$5K ﹤0.01%
+114
906
$5K ﹤0.01%
+1,000
907
$5K ﹤0.01%
+150
908
$5K ﹤0.01%
+100
909
$5K ﹤0.01%
+50
910
$5K ﹤0.01%
+165
911
$5K ﹤0.01%
+253
912
$5K ﹤0.01%
+3
913
$5K ﹤0.01%
+53
914
$5K ﹤0.01%
+150
915
$5K ﹤0.01%
+3
916
$5K ﹤0.01%
+300
917
$5K ﹤0.01%
+425
918
$5K ﹤0.01%
+100
919
$5K ﹤0.01%
+50
920
$5K ﹤0.01%
+300
921
$5K ﹤0.01%
+100
922
$5K ﹤0.01%
+826
923
$5K ﹤0.01%
+187
924
$5K ﹤0.01%
+175
925
$5K ﹤0.01%
+600
35 36
37
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