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
826
$6K ﹤0.01%
84
827
$6K ﹤0.01%
5
828
$6K ﹤0.01%
300
829
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32
-20
830
$5K ﹤0.01%
11
-26
831
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50
832
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85
833
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52
834
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27
835
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580
836
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139
837
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100
838
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70
+35
839
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110
-44
840
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91
-1,351
841
$5K ﹤0.01%
182
842
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44
+22
843
$5K ﹤0.01%
99
844
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20
845
$5K ﹤0.01%
140
846
$5K ﹤0.01%
300
847
$5K ﹤0.01%
231
848
$5K ﹤0.01%
183
849
$5K ﹤0.01%
73
+28
850
$5K ﹤0.01%
28
32 33
34
35 36