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 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
976
$3K ﹤0.01%
182
977
$3K ﹤0.01%
216
978
$3K ﹤0.01%
+67
979
$3K ﹤0.01%
75
980
$3K ﹤0.01%
66
981
$3K ﹤0.01%
57
982
$3K ﹤0.01%
78
983
$3K ﹤0.01%
140
984
$3K ﹤0.01%
+80
985
$3K ﹤0.01%
300
986
$3K ﹤0.01%
10
987
$3K ﹤0.01%
+31
988
$3K ﹤0.01%
44
989
$3K ﹤0.01%
85
990
$3K ﹤0.01%
58
-69
991
$3K ﹤0.01%
143
992
$3K ﹤0.01%
15
+2
993
$3K ﹤0.01%
65
994
$3K ﹤0.01%
63
995
$3K ﹤0.01%
11,529
996
$3K ﹤0.01%
230
997
$3K ﹤0.01%
15
998
$3K ﹤0.01%
36
999
$3K ﹤0.01%
37
1000
$3K ﹤0.01%
873
+16