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
576
$22K 0.01%
420
577
$22K 0.01%
+1,510
578
$22K 0.01%
+200
579
$21K ﹤0.01%
452
580
$21K ﹤0.01%
225
581
$21K ﹤0.01%
506
-59
582
$21K ﹤0.01%
+2,060
583
$21K ﹤0.01%
1,000
584
$21K ﹤0.01%
+1,000
585
$21K ﹤0.01%
288
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586
$21K ﹤0.01%
369
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587
$20K ﹤0.01%
202
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588
$20K ﹤0.01%
1,143
589
$20K ﹤0.01%
175
590
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973
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591
$20K ﹤0.01%
416
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220
595
$20K ﹤0.01%
474
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$19K ﹤0.01%
215
597
$19K ﹤0.01%
556
598
$19K ﹤0.01%
630
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599
$19K ﹤0.01%
600
+394
600
$19K ﹤0.01%
+1,855
22 23
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