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
551
$25K 0.01%
1,270
552
$25K 0.01%
236
553
$25K 0.01%
+731
554
$25K 0.01%
669
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555
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556
$25K 0.01%
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557
$24K 0.01%
800
558
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231
559
$24K 0.01%
1,326
+1,202
560
$24K 0.01%
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561
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562
$24K 0.01%
240
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563
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564
$24K 0.01%
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$23K 0.01%
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566
$23K 0.01%
454
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567
$23K 0.01%
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568
$23K 0.01%
280
569
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572
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421
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573
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574
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255
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575
$22K 0.01%
250
21 22
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