GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$174K 0.09%
+7,400
227
$174K 0.09%
+13,039
228
$174K 0.09%
+3,534
229
$174K 0.09%
+877
230
$172K 0.09%
+4,569
231
$172K 0.09%
+1,284
232
$171K 0.09%
+987
233
$171K 0.08%
+489
234
$171K 0.08%
+993
235
$168K 0.08%
+1,263
236
$168K 0.08%
+1,500
237
$168K 0.08%
+2,222
238
$167K 0.08%
+309
239
$165K 0.08%
+296
240
$164K 0.08%
+372
241
$161K 0.08%
+620
242
$159K 0.08%
+2,245
243
$159K 0.08%
+2,266
244
$159K 0.08%
+26,732
245
$158K 0.08%
+1,728
246
$157K 0.08%
+5,494
247
$155K 0.08%
+126
248
$154K 0.08%
+486
249
$153K 0.08%
+1,610
250
$151K 0.08%
+1,290