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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
326
$93.7K 0.03%
1,025
327
$93.7K 0.03%
+665
328
$93.5K 0.03%
2,634
-299
329
$91.9K 0.03%
3,742
330
$91.6K 0.03%
5,303
+5,262
331
$91.4K 0.03%
277
-20
332
$91.2K 0.03%
437
+2
333
$90.7K 0.03%
+2,758
334
$90.5K 0.03%
+541
335
$90.1K 0.03%
9,500
336
$89.3K 0.03%
10,980
-716
337
$87.7K 0.03%
1,755
+1,625
338
$87.6K 0.03%
844
-97
339
$86.7K 0.03%
3,487
+1,887
340
$86.6K 0.03%
2,575
341
$85.8K 0.03%
+172
342
$85.4K 0.03%
+14,109
343
$83.9K 0.03%
+895
344
$83.6K 0.03%
1,240
345
$83.2K 0.03%
560
+550
346
$82.9K 0.03%
1,217
347
$82.7K 0.03%
+844
348
$82.6K 0.03%
+524
349
$82.5K 0.03%
1,900
350
$82K 0.03%
+349
12 13
14
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