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
$396M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.57M
3
+$6.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.6M

Top Sells

1
+$6.38M
2
+$1.31M
3
+$1.04M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$596K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Technology 15.46%
2 Consumer Discretionary 6.76%
3 Consumer Staples 4.8%
4 Financials 4.76%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$39K 0.01%
3,379
477
$39K 0.01%
276
478
$38K 0.01%
1,084
+16
479
$38K 0.01%
+616
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$38K 0.01%
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481
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124
482
$38K 0.01%
904
-134
483
$37K 0.01%
547
484
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253
485
$37K 0.01%
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486
$37K 0.01%
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487
$37K 0.01%
642
488
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1,372
489
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490
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491
$36K 0.01%
2,000
492
$35K 0.01%
221
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494
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495
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500
$35K 0.01%
483
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20
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