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
$483M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.82M
3
+$4.28M
4
COST icon
Costco
COST
+$4.21M
5
UNH icon
UnitedHealth
UNH
+$2.78M

Top Sells

1
+$6.94M
2
+$5.32M
3
+$4.1M
4
WM icon
Waste Management
WM
+$1.95M
5
T icon
AT&T
T
+$1.77M

Sector Composition

1 Technology 14.68%
2 Consumer Discretionary 5.44%
3 Consumer Staples 4.96%
4 Financials 4.67%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$97.9K 0.02%
+3,591
352
$97.2K 0.02%
+2,473
353
$97.1K 0.02%
+12,019
354
$95.9K 0.02%
+834
355
$95.6K 0.02%
+536
356
$95.1K 0.02%
+5,306
357
$95K 0.02%
+4,980
358
$94.9K 0.02%
+1,327
359
$94.6K 0.02%
+825
360
$93.8K 0.02%
+2,954
361
$93.3K 0.02%
+2,622
362
$92.5K 0.02%
+1,515
363
$92.3K 0.02%
+1,835
364
$92.2K 0.02%
+900
365
$92.2K 0.02%
5,297
366
$91.4K 0.02%
+290
367
$91.2K 0.02%
+300
368
$91.1K 0.02%
+2,426
369
$90K 0.02%
+1,590
370
$89.5K 0.02%
+7,600
371
$89.2K 0.02%
+1,229
372
$88.9K 0.02%
+4,494
373
$88.6K 0.02%
10,490
-485
374
$88.3K 0.02%
+4,185
375
$87.5K 0.02%
+6,980
13 14
15
16 17