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
901
$4K ﹤0.01%
9
902
$4K ﹤0.01%
114
-1,686
903
$4K ﹤0.01%
280
+168
904
$4K ﹤0.01%
243
+45
905
$4K ﹤0.01%
65
906
$4K ﹤0.01%
39
907
$4K ﹤0.01%
101
+1
908
$4K ﹤0.01%
18
909
$4K ﹤0.01%
50
910
$4K ﹤0.01%
22
911
$4K ﹤0.01%
123
+50
912
$4K ﹤0.01%
150
913
$4K ﹤0.01%
137
914
$4K ﹤0.01%
125
915
$4K ﹤0.01%
+422
916
$4K ﹤0.01%
1,000
917
$4K ﹤0.01%
110
-56
918
$3K ﹤0.01%
33
919
$3K ﹤0.01%
112
920
$3K ﹤0.01%
51
921
$3K ﹤0.01%
100
-65
922
$3K ﹤0.01%
55
923
$3K ﹤0.01%
44
-211
924
$3K ﹤0.01%
100
925
$3K ﹤0.01%
16
35 36
37
38 39