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
726
$12K ﹤0.01%
650
727
$12K ﹤0.01%
414
+1
728
$12K ﹤0.01%
3,007
+2,507
729
$12K ﹤0.01%
355
730
$12K ﹤0.01%
119
+39
731
$12K ﹤0.01%
900
-275
732
$12K ﹤0.01%
500
733
$12K ﹤0.01%
3,554
734
$12K ﹤0.01%
1,107
735
$12K ﹤0.01%
146
-74
736
$12K ﹤0.01%
2,052
-82
737
$12K ﹤0.01%
125
738
$11K ﹤0.01%
315
739
$11K ﹤0.01%
105
740
$11K ﹤0.01%
120
741
$11K ﹤0.01%
62
742
$11K ﹤0.01%
375
743
$11K ﹤0.01%
500
744
$11K ﹤0.01%
250
745
$11K ﹤0.01%
335
746
$11K ﹤0.01%
635
747
$11K ﹤0.01%
+110
748
$11K ﹤0.01%
135
749
$11K ﹤0.01%
175
750
$11K ﹤0.01%
195
28 29
30
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