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
1051
$3.25K ﹤0.01%
+150
1052
$3.22K ﹤0.01%
+280
1053
$3.17K ﹤0.01%
+75
1054
$3.17K ﹤0.01%
+76
1055
$3.16K ﹤0.01%
+110
1056
$3.13K ﹤0.01%
+637
1057
$3.12K ﹤0.01%
+102
1058
$3.1K ﹤0.01%
+355
1059
$3.06K ﹤0.01%
+109
1060
$3.06K ﹤0.01%
+44
1061
$3.06K ﹤0.01%
+29
1062
$3.05K ﹤0.01%
+110
1063
$3.05K ﹤0.01%
+263
1064
$3.04K ﹤0.01%
+672
1065
$3.04K ﹤0.01%
+15
1066
$3.02K ﹤0.01%
+372
1067
$3.01K ﹤0.01%
+128
1068
$2.98K ﹤0.01%
+65
1069
$2.98K ﹤0.01%
+61
1070
$2.98K ﹤0.01%
+238
1071
$2.98K ﹤0.01%
+56
1072
$2.95K ﹤0.01%
+50
1073
$2.95K ﹤0.01%
+100
1074
$2.94K ﹤0.01%
+30
1075
$2.93K ﹤0.01%
+67
41 42
43
44 45