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
551
$35.6K 0.01%
+1,253
552
$35.5K 0.01%
+454
553
$35.4K 0.01%
+2,000
554
$35.3K 0.01%
+4,400
555
$35.2K 0.01%
+189
556
$35.1K 0.01%
+3,276
557
$35.1K 0.01%
+5,623
558
$34.9K 0.01%
+2,008
559
$34.9K 0.01%
+580
560
$34.9K 0.01%
+1,013
561
$34.9K 0.01%
+804
562
$34.9K 0.01%
3,500
563
$34.8K 0.01%
+1,894
564
$34.8K 0.01%
+1,758
565
$34.7K 0.01%
+2,755
566
$34.6K 0.01%
+587
567
$34.5K 0.01%
+547
568
$34.4K 0.01%
+842
569
$34.1K 0.01%
+543
570
$34.1K 0.01%
+678
571
$34K 0.01%
+275
572
$33.8K 0.01%
+1,232
573
$33.8K 0.01%
+781
574
$33.8K 0.01%
+760
575
$33.7K 0.01%
+1,372