GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$47K 0.02%
+316
377
$46K 0.02%
+2,451
378
$45.8K 0.02%
+725
379
$45.6K 0.02%
+381
380
$45.1K 0.02%
+400
381
$44.4K 0.02%
+471
382
$43.9K 0.02%
+534
383
$43.7K 0.02%
+150
384
$42.3K 0.02%
+855
385
$42.3K 0.02%
+1,165
386
$41.3K 0.02%
+571
387
$41.1K 0.02%
+774
388
$40.1K 0.02%
+547
389
$40K 0.02%
+515
390
$38.3K 0.02%
+6,935
391
$38.2K 0.02%
+265
392
$37K 0.02%
+145
393
$36.8K 0.02%
+655
394
$36.8K 0.02%
+733
395
$35.7K 0.02%
+710
396
$35.4K 0.02%
+691
397
$35K 0.02%
+759
398
$34.8K 0.02%
+1,014
399
$34.4K 0.02%
+1,755
400
$34.3K 0.02%
+606