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
976
$3K ﹤0.01%
+100
977
$3K ﹤0.01%
+273
978
$3K ﹤0.01%
+200
979
$3K ﹤0.01%
+27
980
$3K ﹤0.01%
+173
981
$3K ﹤0.01%
+128
982
$3K ﹤0.01%
+44
983
$3K ﹤0.01%
+161
984
$3K ﹤0.01%
+53
985
$3K ﹤0.01%
+114
986
$3K ﹤0.01%
+23
987
$3K ﹤0.01%
+200
988
$3K ﹤0.01%
+150
989
$3K ﹤0.01%
+100
990
$3K ﹤0.01%
+95
991
$3K ﹤0.01%
+35
992
$3K ﹤0.01%
+10
993
$3K ﹤0.01%
+25
994
$3K ﹤0.01%
+48
995
$3K ﹤0.01%
+91
996
$3K ﹤0.01%
+112
997
$3K ﹤0.01%
+29
998
$3K ﹤0.01%
+68
999
$3K ﹤0.01%
+86
1000
$3K ﹤0.01%
+140
38 39
40
41 42