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
951
$4K ﹤0.01%
+100
952
$4K ﹤0.01%
+450
953
$4K ﹤0.01%
+1,380
954
$4K ﹤0.01%
+15
955
$4K ﹤0.01%
+31
956
$4K ﹤0.01%
+100
957
$4K ﹤0.01%
+201
958
$4K ﹤0.01%
+280
959
$4K ﹤0.01%
+323
960
$4K ﹤0.01%
+54
961
$4K ﹤0.01%
+15
962
$4K ﹤0.01%
+850
963
$4K ﹤0.01%
+430
964
$4K ﹤0.01%
+181
965
$3K ﹤0.01%
+88
966
$3K ﹤0.01%
+310
967
$3K ﹤0.01%
+200
968
$3K ﹤0.01%
+32
969
$3K ﹤0.01%
+50
970
$3K ﹤0.01%
+100
971
$3K ﹤0.01%
+69
972
$3K ﹤0.01%
+13
973
$3K ﹤0.01%
+160
974
$3K ﹤0.01%
+150
975
$3K ﹤0.01%
+160
37 38
39
40 41