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
$617M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.26M
3
+$2.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.45M
5
PANW icon
Palo Alto Networks
PANW
+$2.36M

Top Sells

1
+$5.87M
2
+$3.11M
3
+$2.11M
4
WSM icon
Williams-Sonoma
WSM
+$1.72M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.67M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 5.93%
3 Financials 4.92%
4 Consumer Staples 4.29%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2.07K ﹤0.01%
128
1127
$2.01K ﹤0.01%
300
1128
$1.94K ﹤0.01%
420
+100
1129
$1.93K ﹤0.01%
+470
1130
$1.92K ﹤0.01%
139
1131
$1.92K ﹤0.01%
65
1132
$1.92K ﹤0.01%
33
1133
$1.92K ﹤0.01%
511
1134
$1.91K ﹤0.01%
25
1135
$1.87K ﹤0.01%
88
1136
$1.85K ﹤0.01%
21
1137
$1.83K ﹤0.01%
26
1138
$1.77K ﹤0.01%
25
1139
$1.75K ﹤0.01%
+25
1140
$1.73K ﹤0.01%
47
1141
$1.62K ﹤0.01%
7
1142
$1.59K ﹤0.01%
10
1143
$1.59K ﹤0.01%
17
1144
$1.58K ﹤0.01%
250
1145
$1.56K ﹤0.01%
27
1146
$1.55K ﹤0.01%
150
1147
$1.54K ﹤0.01%
40
1148
$1.48K ﹤0.01%
20
-184
1149
$1.4K ﹤0.01%
48
1150
$1.39K ﹤0.01%
6
44 45
46
47 48