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
1101
$2.35K ﹤0.01%
+139
1102
$2.33K ﹤0.01%
+33
1103
$2.31K ﹤0.01%
+32
1104
$2.28K ﹤0.01%
+27
1105
$2.27K ﹤0.01%
+40
1106
$2.25K ﹤0.01%
+88
1107
$2.25K ﹤0.01%
+23
1108
$2.24K ﹤0.01%
+16
1109
$2.23K ﹤0.01%
+36
1110
$2.23K ﹤0.01%
+200
1111
$2.2K ﹤0.01%
+78
1112
$2.2K ﹤0.01%
+269
1113
$2.19K ﹤0.01%
+32
1114
$2.17K ﹤0.01%
+37
1115
$2.12K ﹤0.01%
+700
1116
$2.09K ﹤0.01%
+215
1117
$2.07K ﹤0.01%
+26
1118
$2.06K ﹤0.01%
+91
1119
$2.04K ﹤0.01%
+143
1120
$2.01K ﹤0.01%
+112
1121
$2.01K ﹤0.01%
+179
1122
$1.98K ﹤0.01%
+46
1123
$1.95K ﹤0.01%
+33
1124
$1.95K ﹤0.01%
+29
1125
$1.89K ﹤0.01%
+19
43 44
45
46 47