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
651
$17K ﹤0.01%
+401
652
$17K ﹤0.01%
222
-227
653
$17K ﹤0.01%
+100
654
$17K ﹤0.01%
21
655
$17K ﹤0.01%
1,085
656
$17K ﹤0.01%
348
+1
657
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483
-30
658
$17K ﹤0.01%
237
659
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649
+7
660
$17K ﹤0.01%
435
+35
661
$17K ﹤0.01%
330
662
$16K ﹤0.01%
1,069
663
$16K ﹤0.01%
200
664
$16K ﹤0.01%
+116
665
$16K ﹤0.01%
200
-14
666
$16K ﹤0.01%
142
667
$16K ﹤0.01%
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668
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669
$16K ﹤0.01%
+2,659
670
$16K ﹤0.01%
153
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671
$16K ﹤0.01%
394
672
$16K ﹤0.01%
1,855
673
$16K ﹤0.01%
1,000
674
$16K ﹤0.01%
262
+178
675
$16K ﹤0.01%
474
25 26
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