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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
301
$117K 0.04%
823
302
$117K 0.04%
1,833
303
$115K 0.04%
+204
304
$114K 0.04%
2,387
+7
305
$114K 0.04%
228
+30
306
$113K 0.04%
695
-81
307
$112K 0.04%
617
308
$112K 0.04%
+3,550
309
$111K 0.04%
1,541
+1,517
310
$111K 0.04%
2,455
+2,009
311
$110K 0.04%
462
+337
312
$109K 0.04%
2,597
+1,937
313
$109K 0.04%
2,448
-282
314
$107K 0.04%
717
315
$106K 0.04%
+800
316
$106K 0.04%
1,739
+244
317
$105K 0.04%
139
-32
318
$105K 0.04%
1,395
+1,204
319
$104K 0.04%
2,880
320
$104K 0.04%
+621
321
$101K 0.03%
309
+59
322
$101K 0.03%
2,230
323
$100K 0.03%
1,877
-43
324
$95.6K 0.03%
332
+294
325
$95.2K 0.03%
2,510
11 12
13
14 15