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
826
$10.6K ﹤0.01%
+233
827
$10.6K ﹤0.01%
+75
828
$10.6K ﹤0.01%
+170
829
$10.6K ﹤0.01%
+194
830
$10.5K ﹤0.01%
+9,666
831
$10.4K ﹤0.01%
+225
832
$10.4K ﹤0.01%
+460
833
$10.4K ﹤0.01%
+200
834
$10.3K ﹤0.01%
+635
835
$10.2K ﹤0.01%
+3,554
836
$10.1K ﹤0.01%
+850
837
$10.1K ﹤0.01%
+184
838
$10.1K ﹤0.01%
+233
839
$9.98K ﹤0.01%
+650
840
$9.82K ﹤0.01%
+227
841
$9.77K ﹤0.01%
+100
842
$9.76K ﹤0.01%
+1,688
843
$9.75K ﹤0.01%
+129
844
$9.74K ﹤0.01%
+50
845
$9.73K ﹤0.01%
+503
846
$9.69K ﹤0.01%
+445
847
$9.64K ﹤0.01%
+766
848
$9.54K ﹤0.01%
+389
849
$9.49K ﹤0.01%
+142
850
$9.39K ﹤0.01%
+103
32 33
34
35 36