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
376
$87.3K 0.02%
+625
377
$86.9K 0.02%
11,759
378
$86.9K 0.02%
+1,499
379
$86.8K 0.02%
+2,762
380
$86.6K 0.02%
+5,487
381
$86.5K 0.02%
+1,366
382
$86.5K 0.02%
+2,102
383
$86.2K 0.02%
+1,356
384
$86K 0.02%
+1,794
385
$85.7K 0.02%
+782
386
$84.8K 0.02%
+1,388
387
$84.8K 0.02%
+184
388
$83.7K 0.02%
+2,420
389
$82.9K 0.02%
+1,650
390
$82.8K 0.02%
+625
391
$81.9K 0.02%
+1,358
392
$81.3K 0.02%
+8,547
393
$80K 0.02%
+1,349
394
$78.2K 0.02%
10,227
395
$78.1K 0.02%
+3,409
396
$77.2K 0.02%
+482
397
$76.8K 0.02%
+915
398
$76.6K 0.02%
+1,177
399
$76.6K 0.02%
+240
400
$76.2K 0.02%
+568