GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$34.1K 0.02%
+200
402
$34.1K 0.02%
+943
403
$33.6K 0.02%
+1,897
404
$33.6K 0.02%
+4,870
405
$33K 0.02%
+446
406
$32.4K 0.02%
+62
407
$29.9K 0.01%
+945
408
$29.6K 0.01%
+1,000
409
$29K 0.01%
+576
410
$29K 0.01%
+500
411
$28.9K 0.01%
+1,643
412
$26.1K 0.01%
+620
413
$25.4K 0.01%
+1,100
414
$25.2K 0.01%
+161
415
$24.8K 0.01%
+547
416
$24.5K 0.01%
+760
417
$22.4K 0.01%
+300
418
$22K 0.01%
+535
419
$21.2K 0.01%
+450
420
$20.7K 0.01%
+910
421
$20K 0.01%
+1,200
422
$19.4K 0.01%
+380
423
$18.5K 0.01%
+203
424
$18.3K 0.01%
+608
425
$18.1K 0.01%
+459