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
276
$125K 0.06%
+604
277
$122K 0.06%
+15,701
278
$121K 0.06%
+970
279
$121K 0.06%
+880
280
$119K 0.06%
+2,050
281
$117K 0.06%
+4,012
282
$117K 0.06%
+954
283
$115K 0.06%
+1,385
284
$114K 0.06%
+150
285
$113K 0.06%
+249
286
$113K 0.06%
+2,930
287
$112K 0.06%
+1,699
288
$111K 0.06%
+794
289
$110K 0.05%
+533
290
$109K 0.05%
+1,290
291
$109K 0.05%
+2,425
292
$108K 0.05%
+875
293
$106K 0.05%
+2,441
294
$105K 0.05%
+1,448
295
$103K 0.05%
+1,833
296
$103K 0.05%
+2,100
297
$102K 0.05%
+1,025
298
$101K 0.05%
+823
299
$101K 0.05%
+2,733
300
$101K 0.05%
+3,835