GWSG
GPS Wealth Strategies Group Portfolio holdings
AUM
$869M
This Quarter Return
+9.28%
1 Year Return
+21.11%
3 Year Return
+95.54%
5 Year Return
+142.54%
10 Year Return
–
AUM
$537M
AUM Growth
+$537M
(+11%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
38.18%
Holding
1,326
New
75
Increased
318
Reduced
291
Closed
84
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Consumer Discretionary | 5.41% |
| 3 | Financials | 4.59% |
| 4 | Consumer Staples | 4.26% |
| 5 | Healthcare | 3.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.7B
| – | – |
-20
| Closed | -$5.52K |
|