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
976
$1K ﹤0.01%
18
977
$1K ﹤0.01%
8
978
$1K ﹤0.01%
+80
979
$1K ﹤0.01%
196
980
$1K ﹤0.01%
7
981
$1K ﹤0.01%
11
982
$1K ﹤0.01%
32
983
$1K ﹤0.01%
66
984
$1K ﹤0.01%
21
985
$1K ﹤0.01%
39
986
$1K ﹤0.01%
71
987
$1K ﹤0.01%
20
+1
988
$1K ﹤0.01%
18
989
$1K ﹤0.01%
8
990
$1K ﹤0.01%
5
991
$1K ﹤0.01%
5
992
$1K ﹤0.01%
40
993
$1K ﹤0.01%
139
+69
994
$1K ﹤0.01%
43
995
$1K ﹤0.01%
+11
996
$1K ﹤0.01%
24
997
$1K ﹤0.01%
34
998
$1K ﹤0.01%
18
999
$1K ﹤0.01%
18
1000
$1K ﹤0.01%
10
38 39
40
41 42