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
$666M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$2.9M
3 +$2.78M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.92M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 5.57%
3 Financials 4.38%
4 Consumer Staples 4.37%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$23.2K ﹤0.01%
+941
727
$23.1K ﹤0.01%
650
728
$23.1K ﹤0.01%
98
729
$22.9K ﹤0.01%
530
+405
730
$22.9K ﹤0.01%
147
+86
731
$22.8K ﹤0.01%
191
+1
732
$22.8K ﹤0.01%
768
733
$22.7K ﹤0.01%
+480
734
$22.7K ﹤0.01%
203
+1
735
$22.7K ﹤0.01%
+456
736
$22.5K ﹤0.01%
175
737
$22.3K ﹤0.01%
721
+13
738
$22K ﹤0.01%
310
+1
739
$21.9K ﹤0.01%
383
740
$21.8K ﹤0.01%
184
+10
741
$21.7K ﹤0.01%
393
+24
742
$21.7K ﹤0.01%
136
743
$21.7K ﹤0.01%
637
-177
744
$21.6K ﹤0.01%
571
-66
745
$21.5K ﹤0.01%
474
746
$21.4K ﹤0.01%
181
747
$21.4K ﹤0.01%
1,500
748
$21.4K ﹤0.01%
3,554
749
$21.3K ﹤0.01%
+250
750
$21K ﹤0.01%
+825