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
926
$3K ﹤0.01%
63
-200
927
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30
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928
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929
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50
930
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931
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932
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933
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934
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935
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936
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14
937
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938
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32
939
$2K ﹤0.01%
1,060
940
$2K ﹤0.01%
+112
941
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31
942
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15
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943
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944
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945
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9
946
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40
947
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+44
948
$2K ﹤0.01%
160
949
$2K ﹤0.01%
52
950
$2K ﹤0.01%
100
36 37
38
39 40