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
951
$4K ﹤0.01%
+94
952
$4K ﹤0.01%
+100
953
$4K ﹤0.01%
+102
954
$4K ﹤0.01%
+309
955
$4K ﹤0.01%
+142
956
$4K ﹤0.01%
+44
957
$4K ﹤0.01%
+30
958
$4K ﹤0.01%
+83
959
$4K ﹤0.01%
+50
960
$4K ﹤0.01%
+86
961
$4K ﹤0.01%
+54
962
$4K ﹤0.01%
+15
963
$4K ﹤0.01%
+850
964
$4K ﹤0.01%
+430
965
$3K ﹤0.01%
+200
966
$3K ﹤0.01%
+150
967
$3K ﹤0.01%
+160
968
$3K ﹤0.01%
+173
969
$3K ﹤0.01%
+128
970
$3K ﹤0.01%
+112
971
$3K ﹤0.01%
+32
972
$3K ﹤0.01%
+50
973
$3K ﹤0.01%
+100
974
$3K ﹤0.01%
+69
975
$3K ﹤0.01%
+13
37 38
39
40 41