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
626
$27.5K 0.01%
+40
627
$27.4K 0.01%
+2,883
628
$27.1K 0.01%
+202
629
$27.1K 0.01%
+5,935
630
$27K 0.01%
+463
631
$26.8K 0.01%
+450
632
$26.7K 0.01%
+658
633
$26.6K 0.01%
+889
634
$26.3K 0.01%
+577
635
$26.3K 0.01%
+125
636
$26.1K 0.01%
+237
637
$25.9K 0.01%
+1,570
638
$25.4K 0.01%
+114
639
$25.3K 0.01%
+171
640
$25.3K 0.01%
+279
641
$25.1K 0.01%
+2,360
642
$25.1K 0.01%
+349
643
$25K 0.01%
+940
644
$24.8K 0.01%
+199
645
$24.8K 0.01%
+1,600
646
$24.5K 0.01%
+235
647
$24.5K 0.01%
+444
648
$24.4K 0.01%
+181
649
$24.4K 0.01%
+400
650
$24.3K 0.01%
+226