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
501
$32K 0.01%
155
502
$32K 0.01%
1,800
503
$32K 0.01%
123
+5
504
$32K 0.01%
453
505
$32K 0.01%
760
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506
$32K 0.01%
210
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507
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+290
508
$31K 0.01%
1,900
509
$31K 0.01%
620
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510
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1,191
511
$31K 0.01%
469
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512
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400
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513
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514
$30K 0.01%
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515
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400
516
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+2,360
517
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202
518
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519
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521
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522
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523
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622
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525
$29K 0.01%
345
19 20
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