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
1126
$1.81K ﹤0.01%
+21
1127
$1.78K ﹤0.01%
+200
1128
$1.75K ﹤0.01%
+47
1129
$1.62K ﹤0.01%
+380
1130
$1.59K ﹤0.01%
+22
1131
$1.58K ﹤0.01%
+27
1132
$1.57K ﹤0.01%
+250
1133
$1.57K ﹤0.01%
+5
1134
$1.57K ﹤0.01%
+45
1135
$1.57K ﹤0.01%
+39
1136
$1.57K ﹤0.01%
+82
1137
$1.56K ﹤0.01%
+50
1138
$1.55K ﹤0.01%
+215
1139
$1.52K ﹤0.01%
+137
1140
$1.46K ﹤0.01%
+33
1141
$1.44K ﹤0.01%
+10
1142
$1.42K ﹤0.01%
+100
1143
$1.39K ﹤0.01%
+26
1144
$1.28K ﹤0.01%
+31
1145
$1.26K ﹤0.01%
+34
1146
$1.24K ﹤0.01%
+100
1147
$1.22K ﹤0.01%
+17
1148
$1.21K ﹤0.01%
+6
1149
$1.19K ﹤0.01%
+10
1150
$1.17K ﹤0.01%
+100
44 45
46
47 48