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
526
$40.2K 0.01%
+236
527
$40K 0.01%
+2,500
528
$39.4K 0.01%
+457
529
$39.2K 0.01%
+750
530
$39.2K 0.01%
+3,379
531
$38.6K 0.01%
+486
532
$38.5K 0.01%
+1,772
533
$38.3K 0.01%
+286
534
$37.9K 0.01%
+502
535
$37.3K 0.01%
+465
536
$37.3K 0.01%
+319
537
$37.2K 0.01%
+373
538
$37K 0.01%
+155
539
$36.9K 0.01%
+28
540
$36.9K 0.01%
+441
541
$36.8K 0.01%
+947
542
$36.8K 0.01%
+1,113
543
$36.7K 0.01%
+830
544
$36.4K 0.01%
+4,277
545
$36.3K 0.01%
+1,535
546
$36.2K 0.01%
+200
547
$36.2K 0.01%
+2,000
548
$36.1K 0.01%
+1,191
549
$36.1K 0.01%
+2,192
550
$35.6K 0.01%
+558