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
701
$11K ﹤0.01%
10
702
$11K ﹤0.01%
626
703
$11K ﹤0.01%
360
704
$11K ﹤0.01%
1,426
705
$11K ﹤0.01%
260
706
$10K ﹤0.01%
2,365
707
$10K ﹤0.01%
750
708
$10K ﹤0.01%
500
709
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388
+6
710
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711
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712
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713
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714
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715
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60
717
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718
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719
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720
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635
721
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722
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723
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82
724
$9K ﹤0.01%
145
-730
725
$9K ﹤0.01%
175
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