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
$339M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.16M
3
+$1.69M
4
CRWD icon
CrowdStrike
CRWD
+$1.5M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.44M

Top Sells

1
+$1.84M
2
+$1.21M
3
+$998K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$433K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$360K

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 9.72%
3 Financials 7.06%
4 Consumer Staples 5.16%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
+135
752
$6K ﹤0.01%
+140
753
$6K ﹤0.01%
+114
754
$6K ﹤0.01%
+460
755
$6K ﹤0.01%
+75
756
$6K ﹤0.01%
+240
757
$6K ﹤0.01%
+300
758
$6K ﹤0.01%
+580
759
$6K ﹤0.01%
+40
760
$6K ﹤0.01%
+175
761
$6K ﹤0.01%
+85
762
$6K ﹤0.01%
+76
763
$6K ﹤0.01%
+45
764
$5K ﹤0.01%
+183
765
$5K ﹤0.01%
+300
766
$5K ﹤0.01%
+59
767
$5K ﹤0.01%
+24
768
$5K ﹤0.01%
+337
769
$5K ﹤0.01%
+1,028
770
$5K ﹤0.01%
+95
771
$5K ﹤0.01%
+89
772
$5K ﹤0.01%
+252
773
$5K ﹤0.01%
+52
774
$5K ﹤0.01%
+71
775
$5K ﹤0.01%
+83
29 30
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