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
751
$11K ﹤0.01%
300
752
$11K ﹤0.01%
225
+100
753
$10K ﹤0.01%
767
754
$10K ﹤0.01%
241
755
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481
756
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206
-215
757
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230
-2,550
758
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557
759
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181
760
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761
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+200
762
$10K ﹤0.01%
175
763
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445
764
$10K ﹤0.01%
75
765
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850
766
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198
767
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768
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769
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+90
770
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771
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53
772
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499
773
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133
774
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429
+1
775
$10K ﹤0.01%
92
29 30
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