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
376
$52K 0.01%
1,155
377
$52K 0.01%
175
378
$51K 0.01%
201
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379
$51K 0.01%
356
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380
$50K 0.01%
+1,000
381
$50K 0.01%
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382
$50K 0.01%
1,800
383
$50K 0.01%
150
-3
384
$50K 0.01%
449
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385
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1,000
386
$49K 0.01%
1,796
+1
387
$49K 0.01%
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388
$49K 0.01%
269
389
$48K 0.01%
528
390
$48K 0.01%
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391
$48K 0.01%
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$48K 0.01%
829
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393
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$48K 0.01%
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396
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300
397
$47K 0.01%
1,270
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398
$47K 0.01%
165
399
$47K 0.01%
631
400
$46K 0.01%
621
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16
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