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
926
$5K ﹤0.01%
+600
927
$4K ﹤0.01%
+100
928
$4K ﹤0.01%
+48
929
$4K ﹤0.01%
+53
930
$4K ﹤0.01%
+104
931
$4K ﹤0.01%
+104
932
$4K ﹤0.01%
+300
933
$4K ﹤0.01%
+46
934
$4K ﹤0.01%
+160
935
$4K ﹤0.01%
+81
936
$4K ﹤0.01%
+251
937
$4K ﹤0.01%
+94
938
$4K ﹤0.01%
+100
939
$4K ﹤0.01%
+102
940
$4K ﹤0.01%
+309
941
$4K ﹤0.01%
+142
942
$4K ﹤0.01%
+44
943
$4K ﹤0.01%
+30
944
$4K ﹤0.01%
+83
945
$4K ﹤0.01%
+50
946
$4K ﹤0.01%
+86
947
$4K ﹤0.01%
+50
948
$4K ﹤0.01%
+119
949
$4K ﹤0.01%
+104
950
$4K ﹤0.01%
+11
36 37
38
39 40