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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
251
$188K 0.06%
446
-28
252
$188K 0.06%
2,798
+2,602
253
$187K 0.06%
4,041
254
$184K 0.06%
5,822
+5,638
255
$176K 0.06%
2,021
+595
256
$175K 0.06%
4,033
+123
257
$175K 0.06%
+109,381
258
$174K 0.06%
149
-20
259
$172K 0.06%
570
260
$171K 0.06%
+1,272
261
$168K 0.06%
5,022
+4,368
262
$167K 0.06%
11,205
-221
263
$166K 0.06%
+2,489
264
$163K 0.06%
4,290
265
$163K 0.05%
7,092
+6,273
266
$162K 0.05%
658
267
$162K 0.05%
219
268
$153K 0.05%
2,095
+25
269
$151K 0.05%
1,592
-283
270
$150K 0.05%
2,310
+40
271
$150K 0.05%
351
+210
272
$148K 0.05%
+302
273
$146K 0.05%
1,343
274
$146K 0.05%
2,000
275
$146K 0.05%
+974
9 10
11
12 13