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
1151
$1.17K ﹤0.01%
+20
1152
$1.16K ﹤0.01%
+89
1153
$1.15K ﹤0.01%
+24
1154
$1.15K ﹤0.01%
+24
1155
$1.13K ﹤0.01%
+25
1156
$1.12K ﹤0.01%
+5
1157
$1.12K ﹤0.01%
+60
1158
$1.05K ﹤0.01%
+350
1159
$1.05K ﹤0.01%
+75
1160
$1.02K ﹤0.01%
+300
1161
$1.01K ﹤0.01%
+15
1162
$946 ﹤0.01%
+1,060
1163
$933 ﹤0.01%
+22
1164
$907 ﹤0.01%
+12
1165
$882 ﹤0.01%
+37
1166
$864 ﹤0.01%
+31
1167
$863 ﹤0.01%
+72
1168
$856 ﹤0.01%
+16
1169
$841 ﹤0.01%
+6
1170
$834 ﹤0.01%
+124
1171
$833 ﹤0.01%
+46
1172
$808 ﹤0.01%
+8
1173
$779 ﹤0.01%
+32
1174
$768 ﹤0.01%
+32
1175
$743 ﹤0.01%
+8
45 46
47
48 49