GWSG

GPS Wealth Strategies Group Portfolio holdings

AUM $117M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$2.86M
2
+$1.82M
3
+$1.15M
4
SHOP icon
Shopify
SHOP
+$1.03M
5
CRWD icon
CrowdStrike
CRWD
+$928K

Top Sells

1
+$849K
2
+$550K
3
+$419K
4
AAPL icon
Apple
AAPL
+$382K
5
AMZN icon
Amazon
AMZN
+$369K

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
876
$4K ﹤0.01%
+81
877
$4K ﹤0.01%
9
878
$4K ﹤0.01%
2,578
879
$4K ﹤0.01%
65
880
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149
881
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882
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50
883
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22
884
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30
885
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275
886
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97
887
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888
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150
890
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891
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250
892
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110
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77
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895
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896
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897
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44
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898
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22
899
$3K ﹤0.01%
+25
900
$3K ﹤0.01%
57
34 35
36
37 38