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
626
$13K ﹤0.01%
+76
627
$13K ﹤0.01%
+380
628
$13K ﹤0.01%
+281
629
$13K ﹤0.01%
+170
630
$13K ﹤0.01%
+260
631
$12K ﹤0.01%
+178
632
$12K ﹤0.01%
+142
633
$12K ﹤0.01%
+110
634
$12K ﹤0.01%
+524
635
$12K ﹤0.01%
+227
636
$12K ﹤0.01%
+234
637
$12K ﹤0.01%
+33
638
$12K ﹤0.01%
+100
639
$12K ﹤0.01%
+75
640
$12K ﹤0.01%
+150
641
$12K ﹤0.01%
+350
642
$12K ﹤0.01%
+622
643
$12K ﹤0.01%
+105
644
$12K ﹤0.01%
+525
645
$12K ﹤0.01%
+138
646
– –
0
647
$12K ﹤0.01%
+3,813
648
$12K ﹤0.01%
+360
649
$12K ﹤0.01%
+100
650
$11K ﹤0.01%
+266
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