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
$396M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.57M
3
+$6.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.6M

Top Sells

1
+$6.38M
2
+$1.31M
3
+$1.04M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$596K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K

Sector Composition

1 Technology 15.46%
2 Consumer Discretionary 6.76%
3 Consumer Staples 4.8%
4 Financials 4.76%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$4K ﹤0.01%
280
952
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953
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19
954
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955
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52
956
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+150
957
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+30
958
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125
959
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1,000
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961
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962
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150
963
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65
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54
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15
966
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967
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968
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50
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971
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54
973
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+50
974
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367
975
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350
37 38
39
40 41