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
451
$42K 0.01%
+1,130
452
$41K 0.01%
+951
453
$41K 0.01%
678
454
$41K 0.01%
2,755
455
$40K 0.01%
300
456
$40K 0.01%
592
+54
457
$40K 0.01%
1,250
-135
458
$40K 0.01%
1,008
459
$40K 0.01%
+235
460
$40K 0.01%
1,222
-241
461
$40K 0.01%
587
462
$39K 0.01%
58
-211
463
$39K 0.01%
884
464
$39K 0.01%
+1,750
465
$39K 0.01%
149
+76
466
$38K 0.01%
472
467
$38K 0.01%
+1,535
468
$38K 0.01%
365
+229
469
$37K 0.01%
280
+30
470
$37K 0.01%
269
-2,864
471
$37K 0.01%
1,372
472
$37K 0.01%
+3,702
473
$37K 0.01%
1,793
+1,171
474
$36K 0.01%
1,339
475
$36K 0.01%
3,105
+1,855
17 18
19
20 21