GWSG

GPS Wealth Strategies Group Portfolio holdings

AUM $117M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
726
$9K ﹤0.01%
1,125
727
$9K ﹤0.01%
100
728
$9K ﹤0.01%
145
-730
729
$9K ﹤0.01%
175
730
$9K ﹤0.01%
375
731
$9K ﹤0.01%
52
732
$9K ﹤0.01%
19
+13
733
$9K ﹤0.01%
62
734
$9K ﹤0.01%
181
735
$9K ﹤0.01%
103
736
$9K ﹤0.01%
254
737
$9K ﹤0.01%
42
738
$9K ﹤0.01%
200
739
$9K ﹤0.01%
150
740
$9K ﹤0.01%
50
741
$9K ﹤0.01%
139
742
$9K ﹤0.01%
350
743
$9K ﹤0.01%
428
+188
744
$9K ﹤0.01%
100
745
$9K ﹤0.01%
94
746
$9K ﹤0.01%
+450
747
$9K ﹤0.01%
210
+95
748
$9K ﹤0.01%
275
749
0
750
$8K ﹤0.01%
266