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
$947M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,714
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$3.35M
3 +$2.36M
4
PLTR icon
Palantir
PLTR
+$2.23M
5
VST icon
Vistra
VST
+$1.58M

Top Sells

1 +$9.44M
2 +$6.02M
3 +$2.74M
4
ARM icon
Arm
ARM
+$1.75M
5
MRVL icon
Marvell Technology
MRVL
+$1.58M

Sector Composition

1 Technology 23.56%
2 Consumer Discretionary 3.77%
3 Industrials 3.38%
4 Financials 2.98%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RSPN icon
1176
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$686M
$7.01K ﹤0.01%
125
+5
ILCB icon
1177
iShares Morningstar US Equity ETF
ILCB
$1.17B
$6.98K ﹤0.01%
76
-39
FTRE icon
1178
Fortrea Holdings
FTRE
$1.45B
$6.95K ﹤0.01%
825
SPG icon
1179
Simon Property Group
SPG
$59.4B
$6.94K ﹤0.01%
37
XIFR
1180
XPLR Infrastructure LP
XIFR
$830M
$6.89K ﹤0.01%
677
HLN icon
1181
Haleon
HLN
$42.4B
$6.88K ﹤0.01%
767
+1
COO icon
1182
Cooper Companies
COO
$16.1B
$6.86K ﹤0.01%
100
PAA icon
1183
Plains All American Pipeline
PAA
$12.5B
$6.82K ﹤0.01%
400
LNT icon
1184
Alliant Energy
LNT
$16.8B
$6.81K ﹤0.01%
101
WDIV icon
1185
SPDR S&P Global Dividend ETF
WDIV
$239M
$6.8K ﹤0.01%
94
+1
CVNA icon
1186
Carvana
CVNA
$64.4B
$6.79K ﹤0.01%
18
KALU icon
1187
Kaiser Aluminum
KALU
$1.76B
$6.78K ﹤0.01%
88
+1
STT icon
1188
State Street
STT
$35.7B
$6.73K ﹤0.01%
58
KBH icon
1189
KB Home
KBH
$4.25B
$6.73K ﹤0.01%
106
+1
OXY icon
1190
Occidental Petroleum
OXY
$40.5B
$6.71K ﹤0.01%
142
-35
MDST
1191
Westwood Salient Enhanced Midstream Income ETF
MDST
$167M
$6.68K ﹤0.01%
+250
ARE icon
1192
Alexandria Real Estate Equities
ARE
$8.06B
$6.67K ﹤0.01%
80
EPI icon
1193
WisdomTree India Earnings Fund ETF
EPI
$2.75B
$6.65K ﹤0.01%
150
DVA icon
1194
DaVita
DVA
$8.57B
$6.64K ﹤0.01%
50
WTRE icon
1195
WisdomTree New Economy Real Estate Fund
WTRE
$14.1M
$6.64K ﹤0.01%
298
+1
QLYS icon
1196
Qualys
QLYS
$5.47B
$6.62K ﹤0.01%
50
EXC icon
1197
Exelon
EXC
$43.9B
$6.62K ﹤0.01%
147
DSGX icon
1198
Descartes Systems
DSGX
$7.8B
$6.6K ﹤0.01%
70
PSNL icon
1199
Personalis
PSNL
$779M
$6.52K ﹤0.01%
1,000
PUI icon
1200
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$51.4M
$6.51K ﹤0.01%
142