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
$443M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.39M
3
+$2.86M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.47M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.22M

Top Sells

1
+$9.43M
2
+$3.11M
3
+$2.05M
4
GRMN icon
Garmin
GRMN
+$1.53M
5
KMB icon
Kimberly-Clark
KMB
+$1.29M

Sector Composition

1 Technology 19.79%
2 Consumer Discretionary 7.69%
3 Financials 5.01%
4 Consumer Staples 4.48%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$79K 0.02%
1,015
+3
352
$79K 0.02%
1,225
353
$79K 0.02%
739
-2,014
354
$78K 0.02%
1,293
355
$77K 0.02%
423
356
$76K 0.02%
+6,290
357
$76K 0.02%
1,115
358
$76K 0.02%
2,400
+1,250
359
$74K 0.02%
2,195
-5
360
$74K 0.02%
1,064
361
$73K 0.02%
+8,130
362
$72K 0.02%
5,755
363
$72K 0.02%
550
-276
364
$72K 0.02%
238
+76
365
$71K 0.02%
205
+1
366
$71K 0.02%
1,012
+49
367
$71K 0.02%
389
+74
368
$71K 0.02%
1,452
369
$71K 0.02%
606
-494
370
$69K 0.02%
+4,759
371
$69K 0.02%
1,436
372
$68K 0.02%
4,418
373
$68K 0.02%
366
+52
374
$67K 0.02%
613
375
$67K 0.02%
3,052
-1,316
13 14
15
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