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
976
$5K ﹤0.01%
+500
977
$5K ﹤0.01%
+10
978
$4.9K ﹤0.01%
+100
979
$4.86K ﹤0.01%
+98
980
$4.83K ﹤0.01%
+150
981
$4.81K ﹤0.01%
+50
982
$4.79K ﹤0.01%
+121
983
$4.78K ﹤0.01%
+300
984
$4.77K ﹤0.01%
+15
985
$4.77K ﹤0.01%
+73
986
$4.76K ﹤0.01%
+1,000
987
$4.76K ﹤0.01%
+58
988
$4.69K ﹤0.01%
+57
989
$4.66K ﹤0.01%
+150
990
$4.64K ﹤0.01%
+30
991
$4.61K ﹤0.01%
+95
992
$4.61K ﹤0.01%
+110
993
$4.61K ﹤0.01%
+22
994
$4.58K ﹤0.01%
+262
995
$4.57K ﹤0.01%
+44
996
$4.44K ﹤0.01%
+18
997
$4.39K ﹤0.01%
+100
998
$4.36K ﹤0.01%
+59
999
$4.35K ﹤0.01%
+200
1000
$4.34K ﹤0.01%
+250
38 39
40
41 42