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
376
$41.5K 0.02%
417
377
$40.6K 0.02%
577
-139
378
$40.2K 0.02%
687
-136
379
$40.2K 0.02%
588
380
$40K 0.02%
943
381
$39.6K 0.02%
1,340
382
$38.7K 0.02%
38,740
+1,896
383
$38.3K 0.02%
820
384
$38K 0.02%
677
-81
385
$37.9K 0.02%
691
386
$37.3K 0.02%
6,935
387
$36.2K 0.02%
+160
388
$35.3K 0.02%
600
389
$34.9K 0.02%
398
-697
390
$34.7K 0.01%
620
391
$34.6K 0.01%
2,894
-670
392
$34.2K 0.01%
259
393
$34.2K 0.01%
1,598
+14
394
$34.2K 0.01%
+421
395
$32.4K 0.01%
601
-479
396
$32.3K 0.01%
350
-88
397
$32.1K 0.01%
1,041
398
$32K 0.01%
764
-81
399
$31.9K 0.01%
196
+3
400
$31.2K 0.01%
118
-160
14 15
16
17 18