GWP

Gen-Wealth Partners Portfolio holdings

AUM $312M
1-Year Est. Return 17.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.23M
3
+$2.18M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.19M
5
CASY icon
Casey's General Stores
CASY
+$935K

Top Sells

1
+$5.12M
2
+$2.06M
3
+$852K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$836K
5
HSY icon
Hershey
HSY
+$809K

Sector Composition

1 Technology 10.57%
2 Consumer Staples 8.21%
3 Industrials 8.21%
4 Financials 7.86%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30.5K 0.01%
5,235
-1,700
377
$30.4K 0.01%
125
-12
378
$30.3K 0.01%
588
379
$30.1K 0.01%
2,778
-3,053
380
$30.1K 0.01%
1,643
381
$29.9K 0.01%
301
+5
382
$29.5K 0.01%
247
383
$28.7K 0.01%
+395
384
$28.4K 0.01%
820
385
$28.3K 0.01%
284
+42
386
$27.5K 0.01%
268
-33
387
$27.1K 0.01%
84
388
$27.1K 0.01%
2,575
389
$26.9K 0.01%
200
390
$26.8K 0.01%
300
391
$26.3K 0.01%
469
-123
392
$25.9K 0.01%
360
-70
393
$25.7K 0.01%
289
+7
394
$25.4K 0.01%
229
-20
395
$25.3K 0.01%
52
396
$25.1K 0.01%
+59
397
$25K 0.01%
1,600
+100
398
$24.3K 0.01%
196
+48
399
$24.3K 0.01%
1,290
+840
400
$23.8K 0.01%
100
14 15
16
17 18