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
401
$45K 0.01%
+919
402
$45K 0.01%
+716
403
$45K 0.01%
+1,554
404
$44K 0.01%
+528
405
$44K 0.01%
+190
406
$44K 0.01%
+912
407
$44K 0.01%
+1,865
408
$44K 0.01%
+108
409
$43K 0.01%
+1,290
410
$43K 0.01%
+165
411
$43K 0.01%
+513
412
$42K 0.01%
+516
413
$42K 0.01%
+1,463
414
$42K 0.01%
+631
415
$42K 0.01%
+854
416
$42K 0.01%
+300
417
$41K 0.01%
+1,115
418
$41K 0.01%
+562
419
$40K 0.01%
+155
420
$40K 0.01%
+330
421
$39K 0.01%
+628
422
$39K 0.01%
+570
423
$39K 0.01%
+659
424
$39K 0.01%
+816
425
$38K 0.01%
+300
15 16
17
18 19