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
801
$8K ﹤0.01%
139
802
$8K ﹤0.01%
1,083
+110
803
$8K ﹤0.01%
300
804
$8K ﹤0.01%
+57
805
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118
-1
806
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103
807
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588
808
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200
809
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385
810
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88
+53
811
$8K ﹤0.01%
475
812
$8K ﹤0.01%
162
813
$8K ﹤0.01%
500
814
$8K ﹤0.01%
105
815
$8K ﹤0.01%
305
816
$8K ﹤0.01%
600
+114
817
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90
818
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200
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819
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460
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820
$8K ﹤0.01%
113
821
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34
822
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73
823
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145
-500
824
$7K ﹤0.01%
207
825
$7K ﹤0.01%
110
31 32
33
34 35