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
651
$15K ﹤0.01%
92
-210
652
$15K ﹤0.01%
60
653
$15K ﹤0.01%
745
654
$15K ﹤0.01%
745
+110
655
$14K ﹤0.01%
82
656
$14K ﹤0.01%
+1,107
657
$14K ﹤0.01%
259
-379
658
$14K ﹤0.01%
110
659
$14K ﹤0.01%
624
660
$14K ﹤0.01%
850
661
$14K ﹤0.01%
195
+17
662
$14K ﹤0.01%
394
+8
663
$14K ﹤0.01%
1,050
664
$14K ﹤0.01%
174
665
$14K ﹤0.01%
198
666
$14K ﹤0.01%
235
667
$14K ﹤0.01%
140
-49
668
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219
669
$14K ﹤0.01%
119
670
$13K ﹤0.01%
241
+90
671
$13K ﹤0.01%
640
672
$13K ﹤0.01%
65
673
$13K ﹤0.01%
52
674
$13K ﹤0.01%
129
-958
675
$13K ﹤0.01%
135
25 26
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