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
$396M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.57M
3
+$6.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.6M

Top Sells

1
+$6.38M
2
+$1.31M
3
+$1.04M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$596K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Technology 15.46%
2 Consumer Discretionary 6.76%
3 Consumer Staples 4.8%
4 Financials 4.76%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$19K ﹤0.01%
1,034
627
$19K ﹤0.01%
500
628
$19K ﹤0.01%
1,055
629
$19K ﹤0.01%
1,071
630
$19K ﹤0.01%
420
631
$19K ﹤0.01%
275
632
$19K ﹤0.01%
231
633
$19K ﹤0.01%
842
-207
634
$19K ﹤0.01%
2,093
635
$18K ﹤0.01%
630
636
$18K ﹤0.01%
800
637
$18K ﹤0.01%
729
+3
638
$18K ﹤0.01%
45
639
$18K ﹤0.01%
141
+83
640
$18K ﹤0.01%
542
641
$18K ﹤0.01%
600
642
$18K ﹤0.01%
295
643
$18K ﹤0.01%
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644
$18K ﹤0.01%
369
645
$18K ﹤0.01%
73
-8
646
$17K ﹤0.01%
452
647
$17K ﹤0.01%
40
648
$17K ﹤0.01%
275
649
$17K ﹤0.01%
556
650
$17K ﹤0.01%
325
24 25
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