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
$741M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,586
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.93M
3
+$4.61M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.9M
5
VST icon
Vistra
VST
+$3.75M

Top Sells

1
+$6.19M
2
+$5.32M
3
+$5.03M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.4M
5
PANW icon
Palo Alto Networks
PANW
+$3.41M

Sector Composition

1 Technology 20.91%
2 Consumer Discretionary 4.16%
3 Financials 3.74%
4 Consumer Staples 2.59%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$3.59K ﹤0.01%
297
1227
$3.59K ﹤0.01%
119
1228
$3.54K ﹤0.01%
25
1229
$3.47K ﹤0.01%
382
1230
$3.46K ﹤0.01%
250
1231
$3.39K ﹤0.01%
49
1232
$3.38K ﹤0.01%
67
1233
$3.38K ﹤0.01%
1,500
1234
$3.36K ﹤0.01%
+400
1235
$3.34K ﹤0.01%
50
1236
$3.34K ﹤0.01%
103
1237
$3.32K ﹤0.01%
70
1238
$3.28K ﹤0.01%
+236
1239
$3.27K ﹤0.01%
106
1240
$3.25K ﹤0.01%
425
1241
$3.21K ﹤0.01%
54
1242
$3.2K ﹤0.01%
100
1243
$3.2K ﹤0.01%
223
+4
1244
$3.2K ﹤0.01%
227
1245
$3.17K ﹤0.01%
75
1246
$3.16K ﹤0.01%
+365
1247
$3.13K ﹤0.01%
33
1248
$3.12K ﹤0.01%
100
1249
$3.05K ﹤0.01%
106
1250
$3.02K ﹤0.01%
+250
48 49
50
51 52