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
476
$51.7K 0.01%
+200
477
$51.5K 0.01%
+613
478
$51.4K 0.01%
+1,139
479
$51.2K 0.01%
+915
480
$50.8K 0.01%
+423
481
$50.3K 0.01%
+701
482
$49.7K 0.01%
+961
483
$49.5K 0.01%
+582
484
$49.1K 0.01%
+3,337
485
$48.9K 0.01%
+1,000
486
$48.9K 0.01%
+165
487
$48.6K 0.01%
+1,223
488
$48.3K 0.01%
+1,938
489
$47.9K 0.01%
+1,896
490
$47.3K 0.01%
+2,375
491
$47.1K 0.01%
+2,046
492
$46.6K 0.01%
+1,555
493
$46.3K 0.01%
+4,500
494
$46.1K 0.01%
+6,019
495
$46.1K 0.01%
+1,350
496
$45.9K 0.01%
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497
$45.7K 0.01%
+2,365
498
$45.7K 0.01%
+930
499
$45.6K 0.01%
+1,038
500
$45.4K 0.01%
+450