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
726
$10K ﹤0.01%
50
-26
727
$10K ﹤0.01%
445
728
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50
729
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380
730
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355
-258
731
$10K ﹤0.01%
495
732
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225
733
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+362
734
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400
735
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194
-725
736
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226
-63
737
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113
738
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25
739
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202
-460
740
$9K ﹤0.01%
207
-1,100
741
$9K ﹤0.01%
52
742
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743
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401
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744
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260
745
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746
$9K ﹤0.01%
65
-30
747
$9K ﹤0.01%
58
748
$9K ﹤0.01%
58
749
$9K ﹤0.01%
34
-75
750
$9K ﹤0.01%
50
28 29
30
31 32