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
$483M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1 +$6.24M
2 +$4.82M
3 +$4.28M
4
COST icon
Costco
COST
+$4.21M
5
UNH icon
UnitedHealth
UNH
+$2.78M

Top Sells

1 +$6.94M
2 +$5.32M
3 +$4.1M
4
WM icon
Waste Management
WM
+$1.95M
5
T icon
AT&T
T
+$1.77M

Sector Composition

1 Technology 14.68%
2 Consumer Discretionary 5.44%
3 Consumer Staples 4.96%
4 Financials 4.68%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$15.3K ﹤0.01%
+150
752
$15.2K ﹤0.01%
+325
753
$15.1K ﹤0.01%
+583
754
$15K ﹤0.01%
+292
755
$15K ﹤0.01%
+150
756
$14.9K ﹤0.01%
+500
757
$14.8K ﹤0.01%
+221
758
$14.8K ﹤0.01%
+200
759
$14.7K ﹤0.01%
+275
760
$14.6K ﹤0.01%
+400
761
$14.6K ﹤0.01%
+415
762
$14.6K ﹤0.01%
+800
763
$14.6K ﹤0.01%
+426
764
$14.4K ﹤0.01%
+116
765
$14.4K ﹤0.01%
+379
766
$14.2K ﹤0.01%
+352
767
$14.2K ﹤0.01%
+272
768
$14.1K ﹤0.01%
+761
769
$14.1K ﹤0.01%
+1,007
770
$14.1K ﹤0.01%
+110
771
$14K ﹤0.01%
+330
772
$14K ﹤0.01%
+1,610
773
$13.9K ﹤0.01%
+626
774
$13.8K ﹤0.01%
+30
775
$13.8K ﹤0.01%
+300