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
326
$77.3K 0.03%
+1,525
327
$77.2K 0.03%
7,376
+989
328
$76.5K 0.03%
1,423
+1,385
329
$76.1K 0.03%
3,742
330
$76K 0.03%
1,217
331
$75.7K 0.03%
289
-152
332
$75.1K 0.03%
300
+152
333
$75.1K 0.03%
648
-106
334
$74.2K 0.03%
+1,980
335
$73.9K 0.03%
278
336
$73.6K 0.03%
+3,680
337
$73.5K 0.03%
+4,915
338
$73.5K 0.03%
+4,670
339
$73.1K 0.03%
+1,130
340
$72.9K 0.03%
545
-705
341
$72.9K 0.03%
1,025
+454
342
$72.7K 0.03%
+1,525
343
$72.7K 0.03%
+374
344
$72.6K 0.03%
+2,700
345
$72.6K 0.03%
+1,500
346
$72.5K 0.03%
+398
347
$72.4K 0.03%
+920
348
$72.4K 0.03%
+2,880
349
$71.6K 0.03%
+1,855
350
$71.2K 0.03%
249
-23
12 13
14
15 16