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
576
$33.6K 0.01%
+415
577
$33.5K 0.01%
+1,145
578
$33.4K 0.01%
+620
579
$33.2K 0.01%
10,286
580
$33.2K 0.01%
+1,861
581
$33.2K 0.01%
+260
582
$33.1K 0.01%
+982
583
$32.8K 0.01%
+938
584
$32.8K 0.01%
+95
585
$32.5K 0.01%
+451
586
$32.5K 0.01%
+672
587
$32.3K 0.01%
+471
588
$32.2K 0.01%
+1,805
589
$32.2K 0.01%
+262
590
$32K 0.01%
+441
591
$31.9K 0.01%
+343
592
$31.8K 0.01%
+4,435
593
$31.8K 0.01%
+910
594
$31.6K 0.01%
+768
595
$31.6K 0.01%
8,440
596
$31.5K 0.01%
+230
597
$31.5K 0.01%
+927
598
$31.5K 0.01%
+378
599
$30.9K 0.01%
+3,555
600
$30.6K 0.01%
+2,000