GWSG

GPS Wealth Strategies Group Portfolio holdings

AUM $947M
1-Year Est. Return 26.35%
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.84M
3
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.17M

Top Sells

1
+$4.48M
2
+$4.21M
3
+$3.56M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.25M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.86M

Sector Composition

1 Technology 20.03%
2 Consumer Discretionary 5.85%
3 Financials 4.63%
4 Consumer Staples 4.62%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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5,708
228
$235K 0.04%
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10
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