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
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$35.3K 0.02%
2,009
-6,184
402
$35.1K 0.02%
595
403
$34.7K 0.02%
691
404
$33.6K 0.02%
943
405
$33.5K 0.02%
741
-18
406
$33.3K 0.02%
485
-62
407
$32.4K 0.02%
151
+6
408
$32K 0.02%
83
+21
409
$31.7K 0.02%
446
410
$31.6K 0.02%
245
-709
411
$31.4K 0.02%
200
412
$29.7K 0.01%
500
413
$29.6K 0.01%
216
-100
414
$29.3K 0.01%
1,643
415
$29.2K 0.01%
1,074
-2,344
416
$28.5K 0.01%
+1,347
417
$27.6K 0.01%
202
+41
418
$27.2K 0.01%
1,100
419
$24K 0.01%
760
420
$23.8K 0.01%
+139
421
$23.6K 0.01%
450
422
$23.1K 0.01%
437
-1,082
423
$22.9K 0.01%
300
424
$22.8K 0.01%
535
425
$22.1K 0.01%
2,086
-1,064
15 16
17
18 19