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
$233M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.04M
3
+$1.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$430K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$355K

Top Sells

1
+$1.68M
2
+$783K
3
+$774K
4
LRCX icon
Lam Research
LRCX
+$676K
5
SMCI icon
Super Micro Computer
SMCI
+$647K

Sector Composition

1 Technology 10.12%
2 Consumer Staples 9.12%
3 Industrials 8.97%
4 Financials 8%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$60.4K 0.03%
496
-82
352
$60K 0.03%
760
-143
353
$59.5K 0.03%
658
+11
354
$59.4K 0.03%
335
355
$59.3K 0.03%
831
356
$58.9K 0.03%
398
357
$58K 0.02%
+2,355
358
$55.1K 0.02%
1,487
+1,192
359
$55.1K 0.02%
432
360
$53.3K 0.02%
2,275
361
$51.9K 0.02%
4,140
-1,978
362
$51.4K 0.02%
955
363
$51.4K 0.02%
1,399
-1,150
364
$50.6K 0.02%
668
-380
365
$50.4K 0.02%
400
366
$49.9K 0.02%
436
367
$49.9K 0.02%
546
-8
368
$49K 0.02%
460
+11
369
$48.9K 0.02%
213
370
$45.8K 0.02%
218
+12
371
$45.7K 0.02%
139
372
$45.7K 0.02%
660
-7
373
$44.8K 0.02%
605
-420
374
$44K 0.02%
445
375
$43.6K 0.02%
50
13 14
15
16 17