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
276
$145K 0.05%
4,915
277
$145K 0.05%
1,617
+124
278
$143K 0.05%
5,775
-500
279
$142K 0.05%
600
280
$141K 0.05%
872
+642
281
$139K 0.05%
693
-46
282
$139K 0.05%
+199
283
$138K 0.05%
717
284
$138K 0.05%
1,440
285
$133K 0.05%
1,099
+1,089
286
$132K 0.04%
1,153
+646
287
$132K 0.04%
19,100
-3,966
288
$132K 0.04%
4,217
289
$130K 0.04%
1,378
290
$128K 0.04%
+920
291
$125K 0.04%
1,699
292
$122K 0.04%
2,050
293
$122K 0.04%
1,307
+452
294
$121K 0.04%
+3,538
295
$121K 0.04%
196
+67
296
$119K 0.04%
1,255
-170
297
$119K 0.04%
885
-215
298
$118K 0.04%
4,183
-210
299
$118K 0.04%
+660
300
$118K 0.04%
1,781
-168
10 11
12
13 14