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
$339M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$2.16M
3 +$1.69M
4
CRWD icon
CrowdStrike
CRWD
+$1.5M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.44M

Top Sells

1 +$1.84M
2 +$1.21M
3 +$998K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$433K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$360K

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 9.72%
3 Financials 7.06%
4 Consumer Staples 5.16%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$2K ﹤0.01%
+44
852
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+22
853
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+6
854
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855
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856
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857
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+806
858
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+160
859
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+500
860
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861
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862
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+131
863
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864
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+8
865
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+8
866
$2K ﹤0.01%
+54
867
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868
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+225
869
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+8
870
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+13
871
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+9
872
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+36
873
$2K ﹤0.01%
+108
874
$2K ﹤0.01%
+13
875
$2K ﹤0.01%
+132