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
401
$46K 0.01%
1,188
402
$46K 0.01%
1,066
+8
403
$46K 0.01%
651
+1
404
$46K 0.01%
262
405
$46K 0.01%
80
-76
406
$45K 0.01%
406
407
$45K 0.01%
444
+2
408
$45K 0.01%
1,025
409
$44K 0.01%
1,637
410
$44K 0.01%
265
+24
411
$44K 0.01%
658
412
$44K 0.01%
919
413
$44K 0.01%
474
+21
414
$43K 0.01%
255
+60
415
$43K 0.01%
165
416
$43K 0.01%
678
417
$43K 0.01%
1,463
418
$42K 0.01%
1,508
-47
419
$42K 0.01%
1,385
420
$42K 0.01%
246
421
$42K 0.01%
1,915
422
$42K 0.01%
300
423
$41K 0.01%
1,016
+16
424
$41K 0.01%
285
425
$41K 0.01%
500
15 16
17
18 19