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
876
$8.03K ﹤0.01%
+125
877
$8.03K ﹤0.01%
+252
878
$7.98K ﹤0.01%
+139
879
$7.96K ﹤0.01%
+3
880
$7.96K ﹤0.01%
+227
881
$7.95K ﹤0.01%
+1,790
882
$7.89K ﹤0.01%
+309
883
$7.82K ﹤0.01%
+73
884
$7.8K ﹤0.01%
+151
885
$7.78K ﹤0.01%
+34
886
$7.7K ﹤0.01%
+114
887
$7.67K ﹤0.01%
+110
888
$7.67K ﹤0.01%
+57
889
$7.67K ﹤0.01%
+524
890
$7.64K ﹤0.01%
+152
891
$7.64K ﹤0.01%
+90
892
$7.61K ﹤0.01%
+219
893
$7.56K ﹤0.01%
+110
894
$7.56K ﹤0.01%
+221
895
$7.54K ﹤0.01%
+255
896
$7.5K ﹤0.01%
+45
897
$7.48K ﹤0.01%
+600
898
$7.44K ﹤0.01%
+33
899
$7.43K ﹤0.01%
+145
900
$7.38K ﹤0.01%
+100
34 35
36
37 38