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
1276
$1.35K ﹤0.01%
12
1277
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10
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4
+1
1279
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1281
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+2,313
1282
$1.16K ﹤0.01%
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550
1284
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560
1285
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26
+1
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1289
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50
1290
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1295
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39
-37
1296
$1.01K ﹤0.01%
128
1297
$993 ﹤0.01%
77
1298
$992 ﹤0.01%
+73
1299
$985 ﹤0.01%
+45
1300
$980 ﹤0.01%
+78