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
876
$4K ﹤0.01%
+460
877
$4K ﹤0.01%
34
878
$4K ﹤0.01%
+29
879
$4K ﹤0.01%
+332
880
$4K ﹤0.01%
367
881
$4K ﹤0.01%
28
+14
882
$4K ﹤0.01%
59
+39
883
$4K ﹤0.01%
322
884
$4K ﹤0.01%
216
+150
885
$4K ﹤0.01%
75
886
$4K ﹤0.01%
600
887
$4K ﹤0.01%
667
888
$4K ﹤0.01%
57
889
$4K ﹤0.01%
+50
890
$4K ﹤0.01%
+71
891
$4K ﹤0.01%
44
892
$4K ﹤0.01%
119
893
$4K ﹤0.01%
35
894
$4K ﹤0.01%
17
+9
895
$4K ﹤0.01%
30
896
$4K ﹤0.01%
65
-18
897
$4K ﹤0.01%
230
898
$4K ﹤0.01%
36
899
$4K ﹤0.01%
48
900
$4K ﹤0.01%
175
34 35
36
37 38