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
676
$10K ﹤0.01%
+67
677
$10K ﹤0.01%
+200
678
$10K ﹤0.01%
+3,554
679
$10K ﹤0.01%
+74
680
$10K ﹤0.01%
+194
681
$9K ﹤0.01%
+275
682
$9K ﹤0.01%
+46
683
$9K ﹤0.01%
+500
684
$9K ﹤0.01%
+376
685
$9K ﹤0.01%
+103
686
$9K ﹤0.01%
+445
687
$9K ﹤0.01%
+100
688
$9K ﹤0.01%
+400
689
$9K ﹤0.01%
+50
690
$9K ﹤0.01%
+92
691
$9K ﹤0.01%
+113
692
$9K ﹤0.01%
+876
693
$9K ﹤0.01%
+83
694
$8K ﹤0.01%
+71
695
$8K ﹤0.01%
+95
696
$8K ﹤0.01%
+1,125
697
$8K ﹤0.01%
+98
698
$8K ﹤0.01%
+375
699
$8K ﹤0.01%
+100
700
$8K ﹤0.01%
+817
26 27
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