GWP

Gen-Wealth Partners Portfolio holdings

AUM $296M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$831K
3
+$772K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$683K
5
CMCSA icon
Comcast
CMCSA
+$605K

Top Sells

1
+$859K
2
+$800K
3
+$616K
4
T icon
AT&T
T
+$561K
5
CLX icon
Clorox
CLX
+$333K

Sector Composition

1 Technology 9.83%
2 Industrials 9.15%
3 Consumer Staples 8.54%
4 Financials 8.08%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$141K 0.06%
2,193
+63
252
$141K 0.06%
2,669
-2,373
253
$139K 0.06%
+600
254
$139K 0.06%
875
255
$138K 0.06%
4,290
-79
256
$138K 0.06%
340
257
$136K 0.06%
1,365
258
$136K 0.06%
3,109
+1,325
259
$132K 0.06%
+970
260
$132K 0.06%
1,440
261
$129K 0.06%
+761
262
$129K 0.06%
236
-12
263
$128K 0.06%
442
+246
264
$127K 0.06%
1,212
+37
265
$121K 0.05%
2,402
-39
266
$119K 0.05%
2,261
+100
267
$118K 0.05%
1,699
268
$117K 0.05%
4,012
269
$115K 0.05%
3,370
270
$114K 0.05%
2,343
-87
271
$113K 0.05%
1,833
272
$111K 0.05%
720
+200
273
$111K 0.05%
3,308
+575
274
$111K 0.05%
823
275
$111K 0.05%
3,320
9 10
11
12 13