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
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$85.1K 0.04%
520
-450
302
$85K 0.04%
+1,095
303
$84.7K 0.04%
754
+59
304
$84.5K 0.04%
+675
305
$83.7K 0.04%
+1,370
306
$83.4K 0.04%
+1,785
307
$83.1K 0.04%
1,871
308
$82.8K 0.04%
+196
309
$82.7K 0.04%
4,162
-95
310
$82.1K 0.04%
+545
311
$81.9K 0.04%
7,040
312
$81.2K 0.04%
+1,055
313
$80.1K 0.04%
6,387
-3,426
314
$80.1K 0.04%
+358
315
$79.9K 0.04%
+458
316
$79.2K 0.04%
3,742
+1,845
317
$78K 0.04%
+1,215
318
$77K 0.04%
+3,320
319
$76.1K 0.04%
+443
320
$76K 0.04%
+231
321
$75.2K 0.04%
875
-230
322
$75.2K 0.04%
750
-1,090
323
$75K 0.04%
+580
324
$74.9K 0.04%
127
325
$74.8K 0.04%
+3,295
11 12
13
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