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
$404M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.67M
3
+$1.12M
4
SHOP icon
Shopify
SHOP
+$935K
5
CRWD icon
CrowdStrike
CRWD
+$884K

Top Sells

1
+$825K
2
+$526K
3
+$417K
4
AAPL icon
Apple
AAPL
+$367K
5
AMZN icon
Amazon
AMZN
+$352K

Sector Composition

1 Technology 19.71%
2 Consumer Discretionary 8.74%
3 Financials 7.1%
4 Consumer Staples 4.51%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$12K ﹤0.01%
250
677
$12K ﹤0.01%
250
678
$12K ﹤0.01%
218
679
$12K ﹤0.01%
105
680
$12K ﹤0.01%
200
-72
681
$12K ﹤0.01%
600
-500
682
$12K ﹤0.01%
220
-3,729
683
$12K ﹤0.01%
520
+195
684
$12K ﹤0.01%
83
685
$12K ﹤0.01%
+200
686
$11K ﹤0.01%
53
687
$11K ﹤0.01%
151
688
$11K ﹤0.01%
75
-70
689
$11K ﹤0.01%
162
690
$11K ﹤0.01%
112
691
$11K ﹤0.01%
445
692
$11K ﹤0.01%
67
693
$11K ﹤0.01%
200
694
$11K ﹤0.01%
130
695
$11K ﹤0.01%
150
696
$11K ﹤0.01%
430
697
$11K ﹤0.01%
525
698
$11K ﹤0.01%
54
699
$11K ﹤0.01%
115
700
$11K ﹤0.01%
3,554
26 27
28
29 30