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
$404M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.67M
3
+$1.12M
4
SHOP icon
Shopify
SHOP
+$935K
5
CRWD icon
CrowdStrike
CRWD
+$884K

Top Sells

1
+$825K
2
+$526K
3
+$417K
4
AAPL icon
Apple
AAPL
+$367K
5
AMZN icon
Amazon
AMZN
+$352K

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
826
$5K ﹤0.01%
175
827
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28
828
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200
829
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154
830
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182
831
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215
-1,300
832
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60
833
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834
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835
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836
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150
837
$5K ﹤0.01%
11,529
838
$5K ﹤0.01%
230
839
$5K ﹤0.01%
120
840
$5K ﹤0.01%
386
841
$5K ﹤0.01%
314
842
$5K ﹤0.01%
75
843
$5K ﹤0.01%
130
844
$5K ﹤0.01%
52
845
$5K ﹤0.01%
337
846
$5K ﹤0.01%
+25
847
$5K ﹤0.01%
50
848
$5K ﹤0.01%
137
-1,299
849
$5K ﹤0.01%
150
850
$4K ﹤0.01%
784
-15
32 33
34
35 36