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
651
$24.3K 0.01%
+817
652
$23.8K ﹤0.01%
+236
653
$23.8K ﹤0.01%
+178
654
$23.6K ﹤0.01%
+309
655
$23.6K ﹤0.01%
+200
656
$23.5K ﹤0.01%
+872
657
$23.3K ﹤0.01%
+2,080
658
$23.2K ﹤0.01%
+708
659
$23.2K ﹤0.01%
+205
660
$23K ﹤0.01%
+1,932
661
$23K ﹤0.01%
+944
662
$22.9K ﹤0.01%
+1,220
663
$22.8K ﹤0.01%
+1,007
664
$22.7K ﹤0.01%
+449
665
$22.4K ﹤0.01%
+1,881
666
$22.4K ﹤0.01%
+1,007
667
$21.8K ﹤0.01%
+150
668
$21.8K ﹤0.01%
+268
669
$21.8K ﹤0.01%
+1,071
670
$21.8K ﹤0.01%
+134
671
$21.8K ﹤0.01%
+280
672
$21.7K ﹤0.01%
+61
673
$21K ﹤0.01%
+415
674
$20.7K ﹤0.01%
+91
675
$20.6K ﹤0.01%
+108