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
676
$20.4K ﹤0.01%
+1,055
677
$20.3K ﹤0.01%
+1,683
678
$20.3K ﹤0.01%
+452
679
$20.3K ﹤0.01%
+465
680
$20.3K ﹤0.01%
+432
681
$20.2K ﹤0.01%
+45
682
$20.2K ﹤0.01%
+643
683
$20.1K ﹤0.01%
+2,464
684
$20K ﹤0.01%
+500
685
$19.9K ﹤0.01%
+760
686
$19.8K ﹤0.01%
+585
687
$19.8K ﹤0.01%
+217
688
$19.7K ﹤0.01%
+554
689
$19.5K ﹤0.01%
+522
690
$19.5K ﹤0.01%
+150
691
$19.3K ﹤0.01%
+369
692
$19.3K ﹤0.01%
+50
693
$19.2K ﹤0.01%
+416
694
$19.2K ﹤0.01%
+1,034
695
$19.1K ﹤0.01%
+1,200
696
$19.1K ﹤0.01%
+157
697
$19.1K ﹤0.01%
+1,203
698
$19.1K ﹤0.01%
+302
699
$19K ﹤0.01%
+3,007
700
$19K ﹤0.01%
+658