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
476
$33K 0.01%
233
477
$33K 0.01%
266
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%
177
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
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491
$31K 0.01%
784
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492
$30K 0.01%
247
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493
$30K 0.01%
538
494
$30K 0.01%
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495
$30K 0.01%
268
496
$30K 0.01%
1,071
497
$30K 0.01%
119
498
$30K 0.01%
342
499
$29K 0.01%
433
500
$29K 0.01%
453
18 19
20
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