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
$617M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.26M
3
+$2.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.45M
5
PANW icon
Palo Alto Networks
PANW
+$2.36M

Top Sells

1
+$5.87M
2
+$3.11M
3
+$2.11M
4
WSM icon
Williams-Sonoma
WSM
+$1.72M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Sector Composition

1 Technology 23.69%
2 Consumer Discretionary 5.93%
3 Financials 4.92%
4 Consumer Staples 4.29%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59.1K 0.01%
703
+87
477
$58.9K 0.01%
10,960
478
$58.8K 0.01%
606
-207
479
$58.8K 0.01%
1,000
480
$58.8K 0.01%
370
481
$58.3K 0.01%
3,045
-1,579
482
$58.3K 0.01%
340
483
$57.9K 0.01%
364
-10,844
484
$57.5K 0.01%
1,410
485
$57K 0.01%
1,776
486
$55.6K 0.01%
286
487
$55.3K 0.01%
380
488
$54.8K 0.01%
2,026
+675
489
$54.5K 0.01%
1,138
+200
490
$54.4K 0.01%
1,176
491
$54.3K 0.01%
387
492
$54.1K 0.01%
1,194
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$54K 0.01%
262
494
$53.7K 0.01%
932
495
$53.7K 0.01%
1,771
-358
496
$52.9K 0.01%
266
-34
497
$52.1K 0.01%
350
-100
498
$52.1K 0.01%
4,271
499
$51.8K 0.01%
236
500
$51.6K 0.01%
6,775
18 19
20
21 22