GSWM

Golden State Wealth Management Portfolio holdings

AUM $915M
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
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 +$27.4M
2 +$11.1M
3 +$9.33M
4
CFA icon
VictoryShares US 500 Volatility Wtd ETF
CFA
+$8.15M
5
AAPL icon
Apple
AAPL
+$6.7M

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
1051
$1K ﹤0.01%
+101
1052
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+23
1053
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+38
1054
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+31
1058
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1059
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1060
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+30
1061
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1062
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+200
1063
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1064
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1065
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+110
1066
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+2
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1071
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+359
1072
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+19
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+145
1074
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+18
1075
$1K ﹤0.01%
+335