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
526
$25K 0.01%
37
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527
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275
528
$25K 0.01%
1,050
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$25K 0.01%
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530
$25K 0.01%
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531
$24K 0.01%
825
532
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710
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533
$24K 0.01%
1,000
534
$24K 0.01%
745
535
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200
536
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220
537
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538
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340
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540
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541
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468
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$22K 0.01%
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543
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544
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545
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548
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549
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400
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550
$22K 0.01%
+474
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