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
$453M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$6.05M
3
+$2.96M
4
PKG icon
Packaging Corp of America
PKG
+$1.75M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.73M

Top Sells

1
+$2.35M
2
+$1.82M
3
+$1.82M
4
NKE icon
Nike
NKE
+$1.68M
5
DOCU icon
DocuSign
DOCU
+$1.63M

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 8.32%
3 Financials 5.66%
4 Consumer Staples 4.49%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8K ﹤0.01%
183
-80
777
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40
778
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17
779
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780
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+405
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782
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783
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784
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308
+292
785
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786
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252
787
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50
788
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155
789
$8K ﹤0.01%
1,028
790
$8K ﹤0.01%
130
791
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67
+17
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166
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795
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27
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797
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798
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96
+18
799
$7K ﹤0.01%
195
+155
800
$7K ﹤0.01%
150
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