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
1001
$1K ﹤0.01%
5
1002
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1003
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-74
1004
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1005
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1006
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1007
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10
1008
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1009
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1010
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1011
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+39
1012
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1013
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1014
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-1,916
1015
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1016
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1017
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1020
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3
-71
1021
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1022
$1K ﹤0.01%
1,060
1023
$1K ﹤0.01%
116
1024
$1K ﹤0.01%
50
1025
$1K ﹤0.01%
+10
39 40
41
42 43