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
326
$80.7K 0.04%
+1,295
327
$80.6K 0.04%
+4,100
328
$79.9K 0.04%
+7,040
329
$79.8K 0.04%
+2,100
330
$79.6K 0.04%
+127
331
$78.1K 0.04%
+4,257
332
$77.7K 0.04%
+286
333
$77K 0.04%
+1,105
334
$76.3K 0.04%
+885
335
$75.4K 0.04%
+334
336
$74.5K 0.04%
+3,239
337
$73.8K 0.04%
+1,250
338
$73.5K 0.04%
+284
339
$73.1K 0.04%
+1,900
340
$72.9K 0.04%
+700
341
$71.1K 0.04%
+1,346
342
$70.7K 0.04%
+434
343
$70.7K 0.04%
+1,217
344
$69.6K 0.03%
+583
345
$69.6K 0.03%
+2,280
346
$69.5K 0.03%
+278
347
$69.1K 0.03%
+660
348
$68.6K 0.03%
+612
349
$66.4K 0.03%
+965
350
$66K 0.03%
+1,145