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
301
$86.8K 0.04%
431
-237
302
$86.7K 0.04%
231
303
$85.4K 0.04%
2,452
+2,165
304
$85.1K 0.04%
686
-189
305
$85.1K 0.04%
+1,705
306
$84.7K 0.04%
667
-27
307
$83.6K 0.04%
+1,950
308
$83.5K 0.04%
3,213
-1,540
309
$82.6K 0.04%
3,940
+3,840
310
$82.6K 0.04%
+1,295
311
$82K 0.04%
5,211
+1,610
312
$82K 0.04%
+695
313
$81.7K 0.04%
6,118
-5,746
314
$81.2K 0.04%
+1,038
315
$80.8K 0.04%
+2,555
316
$80.4K 0.04%
812
+392
317
$79.5K 0.03%
10,400
+9,230
318
$79.5K 0.03%
+220
319
$79.5K 0.03%
1,900
320
$78.9K 0.03%
1,039
-5
321
$78.2K 0.03%
1,504
322
$78K 0.03%
23,600
+21,260
323
$77.8K 0.03%
3,424
-32
324
$77.8K 0.03%
1,821
-84
325
$77.5K 0.03%
578
+3
11 12
13
14 15