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
$779M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,454
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$4.74M
3 +$4.47M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.45M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.08M

Top Sells

1 +$5.04M
2 +$2.88M
3 +$1.81M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.46M

Sector Composition

1 Technology 24.24%
2 Consumer Discretionary 4.73%
3 Financials 3.52%
4 Communication Services 2.79%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$14.1K ﹤0.01%
1,250
877
$14K ﹤0.01%
458
+5
878
$13.9K ﹤0.01%
445
879
$13.8K ﹤0.01%
1,855
880
$13.7K ﹤0.01%
455
881
$13.7K ﹤0.01%
183
-72
882
$13.6K ﹤0.01%
200
883
$13.6K ﹤0.01%
209
884
$13.6K ﹤0.01%
127
-20
885
$13.5K ﹤0.01%
352
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886
$13.5K ﹤0.01%
37
-3
887
$13.4K ﹤0.01%
123
888
$13.4K ﹤0.01%
436
889
$13.3K ﹤0.01%
+502
890
$13.3K ﹤0.01%
300
891
$13.2K ﹤0.01%
1,116
892
$13K ﹤0.01%
1,594
+1,025
893
$12.9K ﹤0.01%
69
-5
894
$12.8K ﹤0.01%
318
+4
895
$12.8K ﹤0.01%
308
-170
896
$12.6K ﹤0.01%
252
897
$12.6K ﹤0.01%
447
-206
898
$12.5K ﹤0.01%
290
899
$12.5K ﹤0.01%
125
+25
900
$12.4K ﹤0.01%
117
+2