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
1051
$1K ﹤0.01%
+200
1052
$1K ﹤0.01%
+30
1053
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+147
1054
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+50
1055
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1056
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+1
1057
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+13
1058
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+101
1059
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+23
1060
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+38
1061
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+24
1062
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+3
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1064
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+8
1066
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+30
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+15
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+200
1069
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+20
1070
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+110
1071
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+52
1072
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+17
1073
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+17
1074
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+2
1075
$1K ﹤0.01%
+55