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
601
$30.5K 0.01%
+619
602
$30.3K 0.01%
+1,040
603
$30.2K 0.01%
+300
604
$30.1K 0.01%
+453
605
$30.1K 0.01%
+3,500
606
$29.8K 0.01%
+308
607
$29.7K 0.01%
+90
608
$29.6K 0.01%
+238
609
$29.6K 0.01%
+1,400
610
$29.3K 0.01%
+97
611
$29.3K 0.01%
+300
612
$29.1K 0.01%
+296
613
$29.1K 0.01%
+621
614
$28.8K 0.01%
+323
615
$28.7K 0.01%
+389
616
$28.4K 0.01%
+382
617
$28.3K 0.01%
+807
618
$28.2K 0.01%
+350
619
$28.2K 0.01%
+382
620
$28.1K 0.01%
+430
621
$28.1K 0.01%
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622
$27.9K 0.01%
+301
623
$27.9K 0.01%
+838
624
$27.7K 0.01%
+188
625
$27.7K 0.01%
+1,900