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
701
$18.9K ﹤0.01%
+1,500
702
$18.9K ﹤0.01%
+450
703
$18.8K ﹤0.01%
+462
704
$18.8K ﹤0.01%
+471
705
$18.8K ﹤0.01%
+474
706
$18.7K ﹤0.01%
+1,284
707
$18.5K ﹤0.01%
+116
708
$18.3K ﹤0.01%
+237
709
$18.3K ﹤0.01%
+330
710
$18.2K ﹤0.01%
+62
711
$18.1K ﹤0.01%
+458
712
$18K ﹤0.01%
+2,093
713
$17.8K ﹤0.01%
+353
714
$17.8K ﹤0.01%
+200
715
$17.7K ﹤0.01%
+995
716
$17.6K ﹤0.01%
+6,651
717
$17.4K ﹤0.01%
+98
718
$17.3K ﹤0.01%
+719
719
$17.3K ﹤0.01%
+168
720
$17.2K ﹤0.01%
+199
721
$17.2K ﹤0.01%
+381
722
$17.1K ﹤0.01%
+1,000
723
$17.1K ﹤0.01%
+31
724
$17.1K ﹤0.01%
+1,069
725
$17K ﹤0.01%
+135