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
1301
$2.07K ﹤0.01%
+75
1302
$2.06K ﹤0.01%
63
1303
$2.06K ﹤0.01%
63
1304
$2.04K ﹤0.01%
140
1305
$2.01K ﹤0.01%
82
-94
1306
$2K ﹤0.01%
+100
1307
$2K ﹤0.01%
159
+3
1308
$1.99K ﹤0.01%
+66
1309
$1.99K ﹤0.01%
33
1310
$1.97K ﹤0.01%
55
-7
1311
$1.97K ﹤0.01%
26
1312
$1.95K ﹤0.01%
45
1313
$1.91K ﹤0.01%
500
1314
$1.88K ﹤0.01%
169
-758
1315
$1.88K ﹤0.01%
+300
1316
$1.85K ﹤0.01%
34
+1
1317
$1.81K ﹤0.01%
167
-256
1318
$1.81K ﹤0.01%
55
+1
1319
$1.81K ﹤0.01%
22
+1
1320
$1.78K ﹤0.01%
21
-16
1321
$1.77K ﹤0.01%
138
1322
$1.77K ﹤0.01%
250
1323
$1.76K ﹤0.01%
300
1324
$1.75K ﹤0.01%
10
1325
$1.75K ﹤0.01%
600
51 52
53
54 55