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
601
$15K ﹤0.01%
+118
602
$15K ﹤0.01%
+114
603
$15K ﹤0.01%
+268
604
$15K ﹤0.01%
+181
605
$15K ﹤0.01%
+124
606
$15K ﹤0.01%
+525
607
$15K ﹤0.01%
+52
608
$15K ﹤0.01%
+230
609
$15K ﹤0.01%
+500
610
$15K ﹤0.01%
+286
611
$14K ﹤0.01%
+137
612
$14K ﹤0.01%
+145
613
$14K ﹤0.01%
+198
614
$14K ﹤0.01%
+565
615
$14K ﹤0.01%
+218
616
$14K ﹤0.01%
+198
617
$14K ﹤0.01%
+263
618
$14K ﹤0.01%
+885
619
$13K ﹤0.01%
+100
620
$13K ﹤0.01%
+100
621
$13K ﹤0.01%
+329
622
$13K ﹤0.01%
+175
623
$13K ﹤0.01%
+703
624
$13K ﹤0.01%
+65
625
$13K ﹤0.01%
+95
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