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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
351
$81.9K 0.03%
+2,308
352
$80.8K 0.03%
+1,107
353
$78.2K 0.03%
553
354
$77.6K 0.03%
1,605
-204
355
$77.3K 0.03%
1,038
356
$76.7K 0.03%
1,442
-145
357
$73.6K 0.02%
6,151
+3,373
358
$73.2K 0.02%
700
359
$72.5K 0.02%
586
360
$71.4K 0.02%
1,313
-25
361
$71K 0.02%
7,800
362
$68.6K 0.02%
574
+10
363
$67.3K 0.02%
895
+64
364
$66.5K 0.02%
1,861
-64
365
$61.8K 0.02%
556
+36
366
$61.6K 0.02%
738
-87
367
$60.9K 0.02%
432
368
$60.5K 0.02%
1,857
-186
369
$60K 0.02%
2,236
-1,160
370
$59.1K 0.02%
5,443
-137
371
$58.9K 0.02%
50
372
$58.2K 0.02%
624
373
$57.9K 0.02%
335
374
$57.6K 0.02%
515
+65
375
$57.5K 0.02%
3,000
-30
13 14
15
16 17