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
$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 4.67%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$13.5K ﹤0.01%
+206
777
$13.5K ﹤0.01%
+293
778
$13.5K ﹤0.01%
+65
779
$13.4K ﹤0.01%
+100
780
$13.4K ﹤0.01%
+1,300
781
$13.3K ﹤0.01%
+1,250
782
$13.2K ﹤0.01%
+72
783
$13.2K ﹤0.01%
+3,813
784
$13.1K ﹤0.01%
+335
785
$13K ﹤0.01%
+225
786
$13K ﹤0.01%
+725
787
$12.9K ﹤0.01%
+925
788
$12.9K ﹤0.01%
+600
789
$12.4K ﹤0.01%
+1,293
790
$12.4K ﹤0.01%
+65
791
$12.3K ﹤0.01%
+150
792
$12.3K ﹤0.01%
+102
793
$12.3K ﹤0.01%
+207
794
$12.3K ﹤0.01%
+40
795
$12.2K ﹤0.01%
+1,894
796
$12.2K ﹤0.01%
+551
797
$12.2K ﹤0.01%
+195
798
$12.1K ﹤0.01%
+525
799
$12.1K ﹤0.01%
+500
800
$12K ﹤0.01%
+1,183
30 31
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