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
$339M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.16M
3
+$1.69M
4
CRWD icon
CrowdStrike
CRWD
+$1.5M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.44M

Top Sells

1
+$1.84M
2
+$1.21M
3
+$998K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$433K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$360K

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 9.72%
3 Financials 7.06%
4 Consumer Staples 5.16%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K 0.01%
+873
552
$20K 0.01%
+1,272
553
$20K 0.01%
+116
554
$20K 0.01%
+255
555
$20K 0.01%
+155
556
$20K 0.01%
+487
557
$20K 0.01%
+342
558
$19K 0.01%
+200
559
$19K 0.01%
+1,050
560
$19K 0.01%
+315
561
$19K 0.01%
+667
562
$19K 0.01%
+155
563
$19K 0.01%
+300
564
$19K 0.01%
+1,389
565
$18K 0.01%
+450
566
$18K 0.01%
+400
567
$18K 0.01%
+566
568
$18K 0.01%
+340
569
$18K 0.01%
+855
570
$18K 0.01%
+210
571
$18K 0.01%
+1,110
572
$18K 0.01%
+342
573
$18K 0.01%
+684
574
$18K 0.01%
+412
575
$18K 0.01%
+242
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