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
251
$150K 0.07%
+3,450
252
$149K 0.07%
+753
253
$147K 0.07%
+8,193
254
$147K 0.07%
+4,290
255
$144K 0.07%
+1,803
256
$144K 0.07%
+5,327
257
$142K 0.07%
+1,130
258
$140K 0.07%
+340
259
$139K 0.07%
+958
260
$137K 0.07%
+2,005
261
$135K 0.07%
+8,072
262
$134K 0.07%
+1,890
263
$133K 0.07%
+960
264
$132K 0.07%
+3,641
265
$131K 0.07%
+1,435
266
$131K 0.07%
+1,440
267
$130K 0.06%
+9,813
268
$130K 0.06%
+2,912
269
$130K 0.06%
+4,404
270
$129K 0.06%
+2,229
271
$128K 0.06%
+1,205
272
$128K 0.06%
+767
273
$128K 0.06%
+668
274
$127K 0.06%
+1,365
275
$126K 0.06%
+1,300