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
676
$13K ﹤0.01%
196
+46
677
$13K ﹤0.01%
+300
678
$13K ﹤0.01%
198
679
$13K ﹤0.01%
525
680
$13K ﹤0.01%
306
+252
681
$13K ﹤0.01%
54
682
$13K ﹤0.01%
99
+49
683
$13K ﹤0.01%
206
684
$13K ﹤0.01%
+500
685
$13K ﹤0.01%
626
686
$12K ﹤0.01%
767
687
$12K ﹤0.01%
275
688
$12K ﹤0.01%
75
689
$12K ﹤0.01%
430
690
$12K ﹤0.01%
+375
691
$12K ﹤0.01%
261
+150
692
$12K ﹤0.01%
+90
693
$12K ﹤0.01%
360
694
$12K ﹤0.01%
98
-123
695
$11K ﹤0.01%
139
-73
696
$11K ﹤0.01%
200
+125
697
$11K ﹤0.01%
375
698
$11K ﹤0.01%
147
699
$11K ﹤0.01%
387
700
$11K ﹤0.01%
+495
26 27
28
29 30