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
776
$7K ﹤0.01%
200
-90
777
$7K ﹤0.01%
329
778
$7K ﹤0.01%
403
779
$7K ﹤0.01%
727
780
$7K ﹤0.01%
125
781
$7K ﹤0.01%
135
782
$7K ﹤0.01%
460
783
$7K ﹤0.01%
60
784
$7K ﹤0.01%
75
785
$7K ﹤0.01%
441
786
$7K ﹤0.01%
125
787
$7K ﹤0.01%
252
788
$7K ﹤0.01%
40
789
$7K ﹤0.01%
175
790
$7K ﹤0.01%
90
791
$7K ﹤0.01%
1,028
792
$7K ﹤0.01%
350
793
$7K ﹤0.01%
50
794
$7K ﹤0.01%
1,000
795
$7K ﹤0.01%
50
796
$7K ﹤0.01%
82
797
$6K ﹤0.01%
50
798
$6K ﹤0.01%
55
799
$6K ﹤0.01%
580
800
$6K ﹤0.01%
139
30 31
32
33 34