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
501
$29K 0.01%
468
502
$29K 0.01%
1,367
+967
503
$29K 0.01%
900
504
$28K 0.01%
120
505
$28K 0.01%
667
506
$28K 0.01%
1,007
507
$28K 0.01%
757
+1
508
$28K 0.01%
585
-975
509
$28K 0.01%
884
510
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311
511
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220
512
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88
513
$27K 0.01%
708
514
$27K 0.01%
274
+39
515
$27K 0.01%
1,270
516
$27K 0.01%
225
517
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442
+2
518
$27K 0.01%
175
519
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230
520
$26K 0.01%
550
521
$26K 0.01%
417
522
$26K 0.01%
350
523
$26K 0.01%
944
524
$26K 0.01%
300
525
$26K 0.01%
221
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