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
$229M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.68M
3
+$1.29M
4
LRCX icon
Lam Research
LRCX
+$802K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$780K

Top Sells

1
+$825K
2
+$793K
3
+$597K
4
T icon
AT&T
T
+$507K
5
CLX icon
Clorox
CLX
+$315K

Sector Composition

1 Technology 9.83%
2 Industrials 9.15%
3 Consumer Staples 8.54%
4 Financials 8.08%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37.8K 0.02%
820
402
$37.7K 0.02%
6,935
403
$37.5K 0.02%
691
404
$36.9K 0.02%
580
405
$36.2K 0.02%
259
-1,672
406
$36.1K 0.02%
1,789
-328
407
$35.8K 0.02%
193
-214
408
$35.6K 0.02%
+1,041
409
$35.1K 0.02%
+1,584
410
$34.7K 0.02%
1,347
411
$34.1K 0.01%
1,700
+500
412
$34.1K 0.01%
671
-70
413
$33.6K 0.01%
595
414
$32.7K 0.01%
87
+4
415
$32.7K 0.01%
500
416
$31.2K 0.01%
233
+17
417
$30.7K 0.01%
202
418
$30.7K 0.01%
232
+122
419
$30.5K 0.01%
1,100
420
$30.4K 0.01%
450
421
$30.2K 0.01%
247
-935
422
$28.7K 0.01%
724
-290
423
$28.7K 0.01%
291
+243
424
$27.6K 0.01%
1,643
425
$27.1K 0.01%
200
-45
15 16
17
18 19