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
1326
$1.75K ﹤0.01%
270
1327
$1.68K ﹤0.01%
20
-154
1328
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25
1329
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+15
1330
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50
1331
$1.62K ﹤0.01%
1,400
1332
$1.62K ﹤0.01%
+300
1333
$1.61K ﹤0.01%
+13
1334
$1.61K ﹤0.01%
172
1335
$1.57K ﹤0.01%
+40
1336
$1.53K ﹤0.01%
1,500
1337
$1.53K ﹤0.01%
45
1338
$1.52K ﹤0.01%
150
1339
$1.51K ﹤0.01%
190
1340
$1.47K ﹤0.01%
15
1341
$1.47K ﹤0.01%
25
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$1.45K ﹤0.01%
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1343
$1.43K ﹤0.01%
6
1344
$1.41K ﹤0.01%
61
+1
1345
$1.39K ﹤0.01%
11
-20
1346
$1.39K ﹤0.01%
30
+23
1347
$1.38K ﹤0.01%
229
1348
$1.38K ﹤0.01%
+52
1349
$1.35K ﹤0.01%
4
1350
$1.32K ﹤0.01%
34
+1