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
851
$5K ﹤0.01%
11,529
852
$5K ﹤0.01%
25
-380
853
$5K ﹤0.01%
37
+13
854
$5K ﹤0.01%
+66
855
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378
-175
856
$5K ﹤0.01%
+139
857
$5K ﹤0.01%
41
858
$5K ﹤0.01%
500
859
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56
860
$5K ﹤0.01%
149
861
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52
862
$5K ﹤0.01%
580
863
$5K ﹤0.01%
+36
864
$5K ﹤0.01%
24
865
$5K ﹤0.01%
27
866
$5K ﹤0.01%
150
867
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110
868
$4K ﹤0.01%
62
+31
869
$4K ﹤0.01%
15
870
$4K ﹤0.01%
165
871
$4K ﹤0.01%
280
872
$4K ﹤0.01%
66
873
$4K ﹤0.01%
29
874
$4K ﹤0.01%
109
+13
875
$4K ﹤0.01%
400
33 34
35
36 37