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
376
$50.4K 0.02%
1,721
-492
377
$49.4K 0.02%
588
378
$49K 0.02%
823
-110
379
$48.7K 0.02%
449
-2,675
380
$47.8K 0.02%
+955
381
$46.9K 0.02%
445
-26
382
$46.2K 0.02%
758
-3
383
$46.2K 0.02%
716
+66
384
$45.1K 0.02%
436
385
$43.8K 0.02%
400
386
$42.1K 0.02%
+50
387
$41.4K 0.02%
3,564
-3,476
388
$41.4K 0.02%
139
389
$41.3K 0.02%
620
390
$41.2K 0.02%
429
-115
391
$40.9K 0.02%
+180
392
$40.2K 0.02%
373
-1
393
$39.5K 0.02%
+600
394
$39.3K 0.02%
157
395
$38.9K 0.02%
1,340
-100
396
$38.7K 0.02%
438
-47
397
$38.3K 0.02%
943
398
$38.1K 0.02%
1,181
-623
399
$37.9K 0.02%
417
+300
400
$37.8K 0.02%
845
+310
14 15
16
17 18