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
351
$66K 0.03%
1,346
-2,188
352
$65.9K 0.03%
7,800
353
$65.5K 0.03%
+2,745
354
$64.8K 0.03%
+2,150
355
$64.3K 0.03%
965
356
$63.1K 0.03%
532
357
$62.8K 0.03%
1,234
+658
358
$62.5K 0.03%
1,044
-101
359
$61.3K 0.03%
922
-35
360
$59.8K 0.03%
1,729
-2,840
361
$59.3K 0.03%
400
362
$56.1K 0.03%
700
363
$54.4K 0.03%
633
+14
364
$53.2K 0.03%
213
+2
365
$52.3K 0.03%
534
-55
366
$52.1K 0.03%
1,374
367
$52K 0.03%
1,440
368
$51.7K 0.03%
127
369
$50.9K 0.02%
335
+70
370
$50.7K 0.02%
933
371
$50.6K 0.02%
631
+56
372
$49.9K 0.02%
1,804
+3
373
$48K 0.02%
955
+100
374
$47.5K 0.02%
3,601
-441
375
$46.6K 0.02%
690
+540
13 14
15
16 17