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
376
$45.2K 0.02%
1,784
-1,455
377
$44.7K 0.02%
+199
378
$44.6K 0.02%
436
+55
379
$44.3K 0.02%
2,275
+520
380
$43.9K 0.02%
471
381
$43.7K 0.02%
1,280
-200
382
$42.7K 0.02%
544
+10
383
$42.1K 0.02%
571
384
$41.2K 0.02%
650
-75
385
$40.5K 0.02%
580
+65
386
$40.4K 0.02%
5,424
-83
387
$40.3K 0.02%
820
+110
388
$38.7K 0.02%
157
+7
389
$38.2K 0.02%
588
390
$37.6K 0.02%
761
-13
391
$37.5K 0.02%
+760
392
$37K 0.02%
2,117
-5,955
393
$36.9K 0.02%
+805
394
$36.8K 0.02%
420
-1,028
395
$36.5K 0.02%
374
-115
396
$36.5K 0.02%
173
+168
397
$36.3K 0.02%
+620
398
$36.2K 0.02%
+148
399
$36.2K 0.02%
1,014
400
$36.1K 0.02%
6,935
14 15
16
17 18