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
426
$66.7K 0.01%
+3,209
427
$66.5K 0.01%
+6,290
428
$65.5K 0.01%
+2,070
429
$65.4K 0.01%
+164
430
$64.9K 0.01%
+434
431
$64.2K 0.01%
+2,150
432
$64.1K 0.01%
14,447
433
$64.1K 0.01%
+920
434
$64.1K 0.01%
+765
435
$63.9K 0.01%
+1,602
436
$63.4K 0.01%
+491
437
$63.3K 0.01%
+1,876
438
$63.2K 0.01%
+1,953
439
$62.7K 0.01%
+600
440
$62K 0.01%
+463
441
$61.5K 0.01%
+1,805
442
$60.8K 0.01%
+400
443
$60.1K 0.01%
+1,375
444
$59.9K 0.01%
+1,827
445
$59.5K 0.01%
+2,140
446
$58.8K 0.01%
+1,110
447
$58.6K 0.01%
+4,474
448
$58.5K 0.01%
10,960
449
$58.4K 0.01%
+204
450
$58.3K 0.01%
+3,099