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
851
$9.38K ﹤0.01%
+1,106
852
$9.37K ﹤0.01%
+105
853
$9.36K ﹤0.01%
+209
854
$9.34K ﹤0.01%
+259
855
$9.32K ﹤0.01%
+300
856
$9.23K ﹤0.01%
+50
857
$9.13K ﹤0.01%
+1,136
858
$9.09K ﹤0.01%
+200
859
$9.07K ﹤0.01%
+181
860
$9.06K ﹤0.01%
+82
861
$9.01K ﹤0.01%
+385
862
$8.97K ﹤0.01%
+1,125
863
$8.94K ﹤0.01%
+145
864
$8.81K ﹤0.01%
+745
865
$8.71K ﹤0.01%
+401
866
$8.58K ﹤0.01%
+440
867
$8.56K ﹤0.01%
+25
868
$8.53K ﹤0.01%
+113
869
$8.43K ﹤0.01%
+100
870
$8.4K ﹤0.01%
+524
871
$8.32K ﹤0.01%
+270
872
$8.23K ﹤0.01%
+575
873
$8.1K ﹤0.01%
+77
874
$8.06K ﹤0.01%
+778
875
$8.05K ﹤0.01%
+208
33 34
35
36 37