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%
22
877
$4K ﹤0.01%
128
878
$4K ﹤0.01%
83
879
$4K ﹤0.01%
24
880
$4K ﹤0.01%
125
-900
881
$4K ﹤0.01%
+81
882
$4K ﹤0.01%
515
883
$4K ﹤0.01%
65
884
$4K ﹤0.01%
149
885
$4K ﹤0.01%
50
886
$4K ﹤0.01%
22
887
$4K ﹤0.01%
30
888
$4K ﹤0.01%
275
889
$4K ﹤0.01%
97
890
$4K ﹤0.01%
80
891
$4K ﹤0.01%
12
892
$4K ﹤0.01%
150
893
$4K ﹤0.01%
38
894
$4K ﹤0.01%
250
895
$4K ﹤0.01%
110
896
$3K ﹤0.01%
+25
897
$3K ﹤0.01%
13
898
$3K ﹤0.01%
135
899
$3K ﹤0.01%
44
-75
900
$3K ﹤0.01%
22