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
601
$19K ﹤0.01%
1,300
602
$19K ﹤0.01%
339
603
$19K ﹤0.01%
631
604
$19K ﹤0.01%
208
605
$19K ﹤0.01%
+155
606
$18K ﹤0.01%
200
+100
607
$18K ﹤0.01%
118
608
$18K ﹤0.01%
268
609
$18K ﹤0.01%
375
610
$18K ﹤0.01%
168
611
$18K ﹤0.01%
500
612
$18K ﹤0.01%
964
+4
613
$17K ﹤0.01%
456
+108
614
$17K ﹤0.01%
800
615
$17K ﹤0.01%
247
-130
616
$17K ﹤0.01%
400
617
$17K ﹤0.01%
481
-563
618
$17K ﹤0.01%
300
619
$17K ﹤0.01%
530
620
$17K ﹤0.01%
901
621
$17K ﹤0.01%
500
622
$17K ﹤0.01%
600
623
$17K ﹤0.01%
500
624
$17K ﹤0.01%
+1,250
625
$17K ﹤0.01%
2,141
23 24
25
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