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
351
$71K 0.03%
+279
352
$70.4K 0.03%
1,048
-298
353
$70.3K 0.03%
1,924
354
$70K 0.03%
831
+200
355
$70K 0.03%
+365
356
$68.9K 0.03%
903
-19
357
$66.5K 0.03%
630
-30
358
$65.6K 0.03%
7,800
359
$63.9K 0.03%
1,374
360
$63.4K 0.03%
543
+542
361
$63.1K 0.03%
1,080
-266
362
$61.7K 0.03%
1,041
-193
363
$61.3K 0.03%
965
364
$61K 0.03%
335
365
$59.4K 0.03%
700
366
$59.1K 0.03%
647
+14
367
$58.8K 0.03%
706
-244
368
$58.2K 0.03%
554
+20
369
$57.8K 0.03%
127
370
$56.6K 0.02%
560
-1,330
371
$55.5K 0.02%
432
-100
372
$54.6K 0.02%
2,275
373
$53K 0.02%
1,334
-395
374
$51.6K 0.02%
213
375
$50.6K 0.02%
206
+7
13 14
15
16 17