GWSG

GPS Wealth Strategies Group Portfolio holdings

AUM $117M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$2.86M
2
+$1.82M
3
+$1.15M
4
SHOP icon
Shopify
SHOP
+$1.03M
5
CRWD icon
CrowdStrike
CRWD
+$928K

Top Sells

1
+$849K
2
+$550K
3
+$419K
4
AAPL icon
Apple
AAPL
+$382K
5
AMZN icon
Amazon
AMZN
+$369K

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
476
$33K 0.01%
2,140
477
$33K 0.01%
768
+363
478
$32K 0.01%
308
479
$32K 0.01%
250
480
$32K 0.01%
108
481
$32K 0.01%
1,000
482
$32K 0.01%
591
-68
483
$32K 0.01%
1,391
484
$32K 0.01%
354
485
$32K 0.01%
97
486
$31K 0.01%
1,975
487
$31K 0.01%
686
488
$31K 0.01%
114
489
$31K 0.01%
400
490
$31K 0.01%
652
+2
491
$31K 0.01%
784
+6
492
$30K 0.01%
268
493
$30K 0.01%
1,071
494
$30K 0.01%
119
495
$30K 0.01%
342
496
$30K 0.01%
247
+45
497
$30K 0.01%
538
498
$30K 0.01%
1,007
499
$29K 0.01%
1,035
500
$29K 0.01%
453
18 19
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