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
$404M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.67M
3
+$1.12M
4
SHOP icon
Shopify
SHOP
+$935K
5
CRWD icon
CrowdStrike
CRWD
+$884K

Top Sells

1
+$825K
2
+$526K
3
+$417K
4
AAPL icon
Apple
AAPL
+$367K
5
AMZN icon
Amazon
AMZN
+$352K

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
$2K ﹤0.01%
38
931
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20
932
$2K ﹤0.01%
+112
933
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160
934
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935
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936
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30
937
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938
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939
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73
940
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54
941
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942
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943
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944
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40
945
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+44
946
$2K ﹤0.01%
160
947
$2K ﹤0.01%
52
948
$2K ﹤0.01%
100
949
$2K ﹤0.01%
8
950
$2K ﹤0.01%
13
36 37
38
39 40