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
701
$11K ﹤0.01%
250
702
$11K ﹤0.01%
33
703
$11K ﹤0.01%
254
704
$11K ﹤0.01%
113
705
$11K ﹤0.01%
67
706
$11K ﹤0.01%
97
+7
707
$11K ﹤0.01%
190
-330
708
$11K ﹤0.01%
575
709
$11K ﹤0.01%
500
-375
710
$11K ﹤0.01%
675
711
$11K ﹤0.01%
+300
712
$11K ﹤0.01%
61
713
$11K ﹤0.01%
1,000
714
$11K ﹤0.01%
125
715
$10K ﹤0.01%
145
716
$10K ﹤0.01%
139
717
$10K ﹤0.01%
216
-424
718
$10K ﹤0.01%
187
719
$10K ﹤0.01%
50
720
$10K ﹤0.01%
500
721
$10K ﹤0.01%
+50
722
$10K ﹤0.01%
181
723
$10K ﹤0.01%
103
724
$10K ﹤0.01%
+209
725
$10K ﹤0.01%
19
+9
27 28
29
30 31