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
1001
$3K ﹤0.01%
+173
1002
$3K ﹤0.01%
+43
1003
$3K ﹤0.01%
+100
1004
$3K ﹤0.01%
+500
1005
$3K ﹤0.01%
+100
1006
$2K ﹤0.01%
+72
1007
$2K ﹤0.01%
+129
1008
$2K ﹤0.01%
+64
1009
$2K ﹤0.01%
+135
1010
$2K ﹤0.01%
+100
1011
$2K ﹤0.01%
+80
1012
$2K ﹤0.01%
+96
1013
$2K ﹤0.01%
+38
1014
$2K ﹤0.01%
+89
1015
$2K ﹤0.01%
+46
1016
$2K ﹤0.01%
+25
1017
$2K ﹤0.01%
+565
1018
$2K ﹤0.01%
+26
1019
$2K ﹤0.01%
+17
1020
$2K ﹤0.01%
+30
1021
$2K ﹤0.01%
+375
1022
$2K ﹤0.01%
+466
1023
$2K ﹤0.01%
+12
1024
$2K ﹤0.01%
+63
1025
$2K ﹤0.01%
+68
39 40
41
42 43