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
751
$9K ﹤0.01%
45
752
$9K ﹤0.01%
160
+35
753
$9K ﹤0.01%
350
754
$9K ﹤0.01%
459
-75
755
$9K ﹤0.01%
305
756
$9K ﹤0.01%
450
757
$9K ﹤0.01%
136
758
$9K ﹤0.01%
1,028
759
$9K ﹤0.01%
79
+12
760
$8K ﹤0.01%
72
761
$8K ﹤0.01%
1,125
762
$8K ﹤0.01%
125
763
$8K ﹤0.01%
246
764
$8K ﹤0.01%
98
765
$8K ﹤0.01%
62
766
$8K ﹤0.01%
219
-110
767
$8K ﹤0.01%
150
768
$8K ﹤0.01%
215
769
$8K ﹤0.01%
588
770
$8K ﹤0.01%
126
-36
771
$8K ﹤0.01%
17
772
$8K ﹤0.01%
162
-163
773
$8K ﹤0.01%
120
774
$8K ﹤0.01%
113
-4
775
$8K ﹤0.01%
304
29 30
31
32 33