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

Top Buys

1
+$2.62M
2
+$831K
3
+$772K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$683K
5
CMCSA icon
Comcast
CMCSA
+$605K

Top Sells

1
+$859K
2
+$800K
3
+$616K
4
T icon
AT&T
T
+$561K
5
CLX icon
Clorox
CLX
+$333K

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