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
726
$9K ﹤0.01%
375
727
$9K ﹤0.01%
52
728
$9K ﹤0.01%
19
+13
729
$9K ﹤0.01%
181
730
$9K ﹤0.01%
103
731
$9K ﹤0.01%
254
732
$9K ﹤0.01%
42
733
$9K ﹤0.01%
200
734
$9K ﹤0.01%
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735
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736
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139
737
$9K ﹤0.01%
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738
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428
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739
$9K ﹤0.01%
100
740
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94
741
$9K ﹤0.01%
+450
742
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210
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743
$9K ﹤0.01%
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744
$9K ﹤0.01%
5
745
$9K ﹤0.01%
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746
$9K ﹤0.01%
26
747
$9K ﹤0.01%
1,125
748
$9K ﹤0.01%
100
749
$9K ﹤0.01%
62
750
$8K ﹤0.01%
266