GWSG
GPS Wealth Strategies Group Portfolio holdings
AUM
$869M
1-Year Return
21.11%
This Quarter Return
+13.96%
1 Year Return
+21.11%
3 Year Return
+95.54%
5 Year Return
+142.54%
10 Year Return
–
AUM
$617M
AUM Growth
+$69.7M
(+13%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
42.83%
Holding
1,323
New
79
Increased
280
Reduced
289
Closed
74
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.14M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$3.26M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.63M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.45M |
| 5 |
Palo Alto Networks
PANW
|
$2.36M |
Top Sells
Sector Composition
| 1 | Technology | 23.7% |
| 2 | Consumer Discretionary | 5.93% |
| 3 | Financials | 4.92% |
| 4 | Consumer Staples | 4.29% |
| 5 | Healthcare | 4.03% |
