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
776
$5K ﹤0.01%
+119
777
$5K ﹤0.01%
+99
778
$5K ﹤0.01%
+61
779
$5K ﹤0.01%
+28
780
$5K ﹤0.01%
+139
781
$5K ﹤0.01%
+580
782
$5K ﹤0.01%
+111
783
$5K ﹤0.01%
+85
784
$4K ﹤0.01%
+52
785
$4K ﹤0.01%
+78
786
$4K ﹤0.01%
+35
787
$4K ﹤0.01%
+1,000
788
$4K ﹤0.01%
+50
789
$4K ﹤0.01%
+250
790
$4K ﹤0.01%
+50
791
$4K ﹤0.01%
+115
792
$4K ﹤0.01%
+155
793
$4K ﹤0.01%
+50
794
$4K ﹤0.01%
+30
795
$4K ﹤0.01%
+297
796
$4K ﹤0.01%
+72
797
$4K ﹤0.01%
+100
798
$4K ﹤0.01%
+386
799
$4K ﹤0.01%
+120
800
$4K ﹤0.01%
+175