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
326
$74.8K 0.04%
+1,440
327
$74.7K 0.04%
+710
328
$73.5K 0.04%
+423
329
$73.2K 0.04%
+1,745
330
$72.8K 0.04%
272
+52
331
$72.3K 0.04%
+2,360
332
$72.1K 0.03%
1,900
333
$72K 0.03%
+328
334
$72K 0.03%
1,346
335
$71.4K 0.03%
+750
336
$71.2K 0.03%
1,290
+635
337
$70.9K 0.03%
+175
338
$70.2K 0.03%
438
+4
339
$70.1K 0.03%
1,217
340
$69.9K 0.03%
1,504
+215
341
$69K 0.03%
660
342
$68.7K 0.03%
575
-8
343
$68.6K 0.03%
1,905
+740
344
$68.6K 0.03%
618
+6
345
$68.6K 0.03%
2,213
-3,281
346
$68.2K 0.03%
950
-1,536
347
$68K 0.03%
+2,790
348
$67.7K 0.03%
3,456
+1,005
349
$67.4K 0.03%
1,924
350
$67.3K 0.03%
278
12 13
14
15 16