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
+$2.86M
2
+$1.82M
3
+$1.15M
4
SHOP icon
Shopify
SHOP
+$1.03M
5
CRWD icon
CrowdStrike
CRWD
+$928K

Top Sells

1
+$849K
2
+$550K
3
+$419K
4
AAPL icon
Apple
AAPL
+$382K
5
AMZN icon
Amazon
AMZN
+$369K

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
751
$8K ﹤0.01%
125
752
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55
753
$8K ﹤0.01%
+588
754
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100
755
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112
756
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98
758
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100
759
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572
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250
761
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45
762
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764
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50
765
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+40
766
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94
767
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17
768
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769
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50
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771
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155
772
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773
$7K ﹤0.01%
727
774
$7K ﹤0.01%
125
775
$7K ﹤0.01%
135
29 30
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