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
1251
$2.98K ﹤0.01%
112
1252
$2.96K ﹤0.01%
9
1253
$2.96K ﹤0.01%
1,000
1254
$2.93K ﹤0.01%
17
1255
$2.93K ﹤0.01%
280
1256
$2.93K ﹤0.01%
11
1257
$2.92K ﹤0.01%
98
1258
$2.91K ﹤0.01%
114
1259
$2.91K ﹤0.01%
70
1260
$2.89K ﹤0.01%
52
1261
$2.78K ﹤0.01%
500
1262
$2.77K ﹤0.01%
300
1263
$2.77K ﹤0.01%
300
1264
$2.68K ﹤0.01%
808
+21
1265
$2.65K ﹤0.01%
10
1266
$2.64K ﹤0.01%
+31
1267
$2.56K ﹤0.01%
22
1268
$2.54K ﹤0.01%
51
1269
$2.54K ﹤0.01%
292
+15
1270
$2.54K ﹤0.01%
32
1271
$2.53K ﹤0.01%
60
1272
$2.52K ﹤0.01%
69
-1
1273
$2.51K ﹤0.01%
138
1274
$2.49K ﹤0.01%
667
1275
$2.48K ﹤0.01%
50
49 50
51
52 53