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
951
$2K ﹤0.01%
13
952
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953
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954
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955
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32
956
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8
958
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30
959
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36
960
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108
961
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112
962
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132
-1,638
963
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964
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+53
965
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35
966
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14
967
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1,060
968
$2K ﹤0.01%
14
969
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38
970
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75
971
$2K ﹤0.01%
13
972
$2K ﹤0.01%
56
973
$1K ﹤0.01%
71
974
$1K ﹤0.01%
20
+1
975
$1K ﹤0.01%
18
37 38
39
40 41