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
451
$58K 0.01%
+858
452
$57.3K 0.01%
+1,534
453
$57.3K 0.01%
+6,097
454
$57K 0.01%
+878
455
$56.7K 0.01%
+1,863
456
$56.7K 0.01%
+5,626
457
$56.2K 0.01%
+370
458
$56K 0.01%
+354
459
$56K 0.01%
+4,418
460
$55.9K 0.01%
+1,205
461
$55.9K 0.01%
+757
462
$55.3K 0.01%
+401
463
$54.4K 0.01%
+152
464
$54.2K 0.01%
+1,715
465
$54.1K 0.01%
+1,000
466
$53.7K 0.01%
+1,134
467
$53.4K 0.01%
+2,140
468
$53.4K 0.01%
+484
469
$53.3K 0.01%
+2,375
470
$53K 0.01%
+1,313
471
$52.6K 0.01%
+1,987
472
$52.5K 0.01%
+603
473
$52.3K 0.01%
+808
474
$52.1K 0.01%
+587
475
$51.8K 0.01%
+1,644
17 18
19
20 21