We are live on ! Find out more
GWP

Gen-Wealth Partners Portfolio holdings

AUM $317M
1-Year Est. Return 17.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.17M
3
+$1.88M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.22M

Top Sells

1
+$2.37M
2
+$1.93M
3
+$1.49M
4
FISV
Fiserv Inc
FISV
+$914K
5
FICO icon
Fair Isaac
FICO
+$880K

Sector Composition

1 Technology 9.27%
2 Industrials 7.86%
3 Healthcare 7.75%
4 Financials 7.35%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.08%
2,570
227
$228K 0.08%
2,276
+197
228
$228K 0.08%
+965
229
$227K 0.08%
607
230
$225K 0.08%
1,020
-149
231
$224K 0.08%
775
-67
232
$221K 0.07%
1,322
233
$220K 0.07%
+3,158
234
$212K 0.07%
864
235
$212K 0.07%
464
+186
236
$210K 0.07%
1,866
-59
237
$210K 0.07%
912
238
$206K 0.07%
+4,900
239
$205K 0.07%
682
-51
240
$202K 0.07%
356
+240
241
$199K 0.07%
2,232
-290
242
$196K 0.07%
654
-74
243
$196K 0.07%
1,650
244
$196K 0.07%
4,741
245
$195K 0.07%
7,635
-184
246
$191K 0.06%
+3,644
247
$191K 0.06%
3,698
+1,375
248
$190K 0.06%
2,245
249
$190K 0.06%
1,578
250
$189K 0.06%
879
8 9
10
11 12