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
176
$284K 0.09%
+1,885
177
$283K 0.09%
+2,724
178
$282K 0.09%
+1,471
179
$276K 0.09%
+2,219
180
$276K 0.09%
+8,317
181
$275K 0.09%
+2,229
182
$274K 0.09%
+2,496
183
$272K 0.09%
+2,431
184
$271K 0.09%
+17,071
185
$266K 0.09%
+6,648
186
$266K 0.09%
+5,120
187
$266K 0.09%
+9,049
188
$262K 0.09%
+3,286
189
$260K 0.09%
+3,386
190
$259K 0.09%
+5,418
191
$256K 0.09%
+9,252
192
$256K 0.09%
+3,255
193
$255K 0.09%
+2,127
194
$255K 0.09%
+2,890
195
$253K 0.08%
+2,312
196
$252K 0.08%
+9,152
197
$250K 0.08%
+5,298
198
$249K 0.08%
+2,238
199
$249K 0.08%
+2,000
200
$248K 0.08%
+1,834
6 7
8
9 10