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
1026
$2K ﹤0.01%
+75
1027
$2K ﹤0.01%
+62
1028
$2K ﹤0.01%
+86
1029
$2K ﹤0.01%
+55
1030
$2K ﹤0.01%
+310
1031
$2K ﹤0.01%
+600
1032
$2K ﹤0.01%
+41
1033
$2K ﹤0.01%
+101
1034
$2K ﹤0.01%
+83
1035
$2K ﹤0.01%
+31
1036
$2K ﹤0.01%
+37
1037
$2K ﹤0.01%
+102
1038
$2K ﹤0.01%
+100
1039
$2K ﹤0.01%
+80
1040
$2K ﹤0.01%
+53
1041
$2K ﹤0.01%
+50
1042
$2K ﹤0.01%
+72
1043
$2K ﹤0.01%
+221
1044
$2K ﹤0.01%
+76
1045
$2K ﹤0.01%
+3,114
1046
$2K ﹤0.01%
+800
1047
$2K ﹤0.01%
+92
1048
$2K ﹤0.01%
+50
1049
$1K ﹤0.01%
+16
1050
$1K ﹤0.01%
+30
40 41
42
43 44