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
626
$17K ﹤0.01%
62
627
$17K ﹤0.01%
+480
628
$17K ﹤0.01%
50
-125
629
$17K ﹤0.01%
202
+1
630
$17K ﹤0.01%
242
631
$17K ﹤0.01%
110
+60
632
$17K ﹤0.01%
31
633
$16K ﹤0.01%
140
634
$16K ﹤0.01%
+355
635
$16K ﹤0.01%
3,554
636
$16K ﹤0.01%
3,813
637
$15K ﹤0.01%
26
638
$15K ﹤0.01%
27
639
$15K ﹤0.01%
+725
640
$15K ﹤0.01%
110
641
$15K ﹤0.01%
110
642
$15K ﹤0.01%
9,666
643
$15K ﹤0.01%
137
644
$15K ﹤0.01%
114
645
$15K ﹤0.01%
1,071
+1,000
646
$15K ﹤0.01%
281
+3
647
$15K ﹤0.01%
254
+1
648
$15K ﹤0.01%
31
649
$15K ﹤0.01%
+175
650
$15K ﹤0.01%
155
24 25
26
27 28