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
$404M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.67M
3
+$1.12M
4
SHOP icon
Shopify
SHOP
+$935K
5
CRWD icon
CrowdStrike
CRWD
+$884K

Top Sells

1
+$825K
2
+$526K
3
+$417K
4
AAPL icon
Apple
AAPL
+$367K
5
AMZN icon
Amazon
AMZN
+$352K

Sector Composition

1 Technology 19.71%
2 Consumer Discretionary 8.74%
3 Financials 7.1%
4 Consumer Staples 4.51%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$62K 0.02%
768
352
$62K 0.02%
194
-10
353
$62K 0.02%
2,473
354
$62K 0.02%
236
355
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267
356
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13
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357
$62K 0.02%
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358
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1,303
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359
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729
360
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981
361
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930
362
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1,440
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363
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364
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425
365
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294
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366
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367
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368
$57K 0.01%
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369
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373
$53K 0.01%
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374
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261
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$52K 0.01%
926
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13 14
15
16 17