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
151
$351K 0.12%
+3,069
152
$349K 0.12%
+4,297
153
$349K 0.12%
+5,548
154
$348K 0.12%
+13,695
155
$340K 0.11%
+7,210
156
$332K 0.11%
+5,208
157
$331K 0.11%
+1,279
158
$329K 0.11%
+11,885
159
$329K 0.11%
+17,655
160
$328K 0.11%
+12,604
161
$322K 0.11%
+21,520
162
$315K 0.11%
+2,060
163
$307K 0.1%
+4,915
164
$306K 0.1%
+1,901
165
$303K 0.1%
+10,612
166
$301K 0.1%
+1,585
167
$299K 0.1%
+17,663
168
$297K 0.1%
+3,680
169
$297K 0.1%
+2,438
170
$297K 0.1%
+13,676
171
$293K 0.1%
+5,463
172
$292K 0.1%
+9,366
173
$291K 0.1%
+4,677
174
$288K 0.1%
+5,367
175
$286K 0.1%
+1,504
5 6
7
8 9