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
401
$76.1K 0.02%
+999
402
$76K 0.02%
+1,509
403
$75.8K 0.02%
+1,362
404
$74.9K 0.02%
+685
405
$74.8K 0.02%
+1,503
406
$74.8K 0.02%
+237
407
$74.6K 0.02%
+1,125
408
$74.4K 0.02%
+7,425
409
$74.4K 0.02%
+2,047
410
$73.7K 0.02%
+6,675
411
$73.4K 0.02%
+1,487
412
$73K 0.02%
+1,189
413
$72.9K 0.02%
+8,182
414
$72.6K 0.02%
+1,621
415
$71.7K 0.01%
+4,620
416
$70K 0.01%
+456
417
$70K 0.01%
+1,910
418
$69.2K 0.01%
+6,654
419
$69.2K 0.01%
+5,000
420
$69.1K 0.01%
+680
421
$68.6K 0.01%
+1,037
422
$68.5K 0.01%
+268
423
$67.2K 0.01%
+1,106
424
$67K 0.01%
+337
425
$66.7K 0.01%
+1,136