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
426
$38K 0.01%
+3,050
427
$38K 0.01%
+246
428
$38K 0.01%
+1,048
429
$38K 0.01%
+380
430
$38K 0.01%
+204
431
$38K 0.01%
+169
432
$38K 0.01%
+587
433
$37K 0.01%
+500
434
$37K 0.01%
+264
435
$37K 0.01%
+152
436
$37K 0.01%
+153
437
$37K 0.01%
+520
438
$37K 0.01%
+525
439
$36K 0.01%
+2,200
440
$36K 0.01%
+547
441
$36K 0.01%
+966
442
$36K 0.01%
+466
443
$36K 0.01%
+285
444
$36K 0.01%
+993
445
$36K 0.01%
+167
446
$36K 0.01%
+388
447
$35K 0.01%
+675
448
$34K 0.01%
+1,900
449
$34K 0.01%
+439
450
$34K 0.01%
+739
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