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
$339M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.16M
3
+$1.69M
4
CRWD icon
CrowdStrike
CRWD
+$1.5M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.44M

Top Sells

1
+$1.84M
2
+$1.21M
3
+$998K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$433K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$360K

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 9.72%
3 Financials 7.06%
4 Consumer Staples 5.16%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K 0.03%
+3,640
277
$98K 0.03%
+289
278
$98K 0.03%
+1,536
279
$97K 0.03%
+529
280
$97K 0.03%
+1,302
281
$95K 0.03%
+126
282
$94K 0.03%
+1,204
283
$94K 0.03%
+435
284
$94K 0.03%
2,436
-2,700
285
$92K 0.03%
+1,891
286
$92K 0.03%
+347
287
$91K 0.03%
+1,499
288
$90K 0.03%
+1,449
289
$90K 0.03%
+1,004
290
$90K 0.03%
+1,760
291
$89K 0.03%
+1,366
292
$89K 0.03%
+407
293
$88K 0.03%
+6,055
294
$88K 0.03%
+1,008
295
$88K 0.03%
+363
296
$88K 0.03%
+1,948
297
$87K 0.03%
+1,129
298
$85K 0.03%
+1,438
299
$84K 0.02%
+2,157
300
$84K 0.02%
+210
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