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
201
$243K 0.08%
+8,050
202
$240K 0.08%
+14,010
203
$239K 0.08%
+2,876
204
$236K 0.08%
+3,572
205
$235K 0.08%
+9,884
206
$234K 0.08%
+45,975
207
$233K 0.08%
+2,471
208
$230K 0.08%
+1,475
209
$230K 0.08%
+2,748
210
$226K 0.08%
+2,700
211
$226K 0.08%
+17,886
212
$224K 0.07%
+4,627
213
$223K 0.07%
+2,527
214
$218K 0.07%
+3,212
215
$215K 0.07%
+1,753
216
$215K 0.07%
+9,638
217
$214K 0.07%
+7,199
218
$212K 0.07%
+7,301
219
$210K 0.07%
+3,142
220
$206K 0.07%
+4,766
221
$206K 0.07%
+4,405
222
$204K 0.07%
+4,532
223
$201K 0.07%
+12,972
224
$200K 0.07%
+1,149
225
$199K 0.07%
+2,793
7 8
9
10 11