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
426
$41K 0.01%
240
+65
427
$41K 0.01%
1,478
428
$40K 0.01%
1,100
429
$40K 0.01%
95
430
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200
431
$39K 0.01%
167
432
$39K 0.01%
472
433
$39K 0.01%
3,167
+626
434
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435
$39K 0.01%
2,755
436
$39K 0.01%
545
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437
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438
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271
439
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440
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264
441
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442
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443
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520
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$37K 0.01%
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449
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450
$37K 0.01%
838
16 17
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