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GWP

Gen-Wealth Partners Portfolio holdings

AUM $317M
1-Year Est. Return 17.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.17M
3
+$1.88M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.22M

Top Sells

1
+$2.37M
2
+$1.93M
3
+$1.49M
4
FISV
Fiserv Inc
FISV
+$914K
5
FICO icon
Fair Isaac
FICO
+$880K

Sector Composition

1 Technology 9.27%
2 Industrials 7.86%
3 Healthcare 7.75%
4 Financials 7.35%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$57.4K 0.02%
601
377
$57K 0.02%
1,635
+1,440
378
$56.6K 0.02%
2,000
-277
379
$56.3K 0.02%
597
+4
380
$55.1K 0.02%
400
381
$55K 0.02%
+82,047
382
$54.5K 0.02%
2,494
+219
383
$53K 0.02%
486
-131
384
$52.4K 0.02%
1,924
385
$52K 0.02%
4,300
+800
386
$50.1K 0.02%
+350
387
$50.1K 0.02%
2,900
-1,934
388
$48.5K 0.02%
1,119
389
$47.8K 0.02%
95
+43
390
$47.6K 0.02%
943
391
$47.4K 0.02%
93
+88
392
$47.3K 0.02%
213
393
$47.1K 0.02%
417
394
$47K 0.02%
620
395
$46.2K 0.02%
1,340
396
$45.3K 0.02%
1,063
+108
397
$44.6K 0.02%
445
398
$44.1K 0.01%
390
399
$43.8K 0.01%
398
-62
400
$43.5K 0.01%
151
14 15
16
17 18