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
1351
$1.31K ﹤0.01%
+10
1352
$1.31K ﹤0.01%
100
1353
$1.3K ﹤0.01%
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$1.3K ﹤0.01%
+30
1355
$1.29K ﹤0.01%
357
1356
$1.26K ﹤0.01%
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1357
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+80
1359
$1.21K ﹤0.01%
89
+1
1360
$1.17K ﹤0.01%
69
-49
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$1.15K ﹤0.01%
381
-54
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$1.15K ﹤0.01%
182
+3
1363
$1.15K ﹤0.01%
2,313
1364
$1.07K ﹤0.01%
500
1365
$1.07K ﹤0.01%
39
1366
$1.07K ﹤0.01%
97
1367
$1.05K ﹤0.01%
31
+1
1368
$1.04K ﹤0.01%
7
1369
$1.03K ﹤0.01%
62
1370
$1.01K ﹤0.01%
73
1371
$1.01K ﹤0.01%
50
-50
1372
$1K ﹤0.01%
19
1373
$997 ﹤0.01%
45
1374
$984 ﹤0.01%
78
1375
$970 ﹤0.01%
18
+1