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
$233M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.04M
3
+$1.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$430K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$355K

Top Sells

1
+$1.68M
2
+$783K
3
+$774K
4
LRCX icon
Lam Research
LRCX
+$676K
5
SMCI icon
Super Micro Computer
SMCI
+$647K

Sector Composition

1 Technology 10.12%
2 Consumer Staples 9.12%
3 Industrials 8.97%
4 Financials 8%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30.9K 0.01%
340
-33
402
$30.5K 0.01%
221
-465
403
$30.3K 0.01%
234
+2
404
$28.8K 0.01%
228
-5
405
$28.6K 0.01%
1,100
406
$28.5K 0.01%
294
+3
407
$28.4K 0.01%
589
-82
408
$28.1K 0.01%
247
409
$28.1K 0.01%
1,643
410
$26.7K 0.01%
59
-68
411
$26.6K 0.01%
283
-146
412
$26.4K 0.01%
1,700
413
$25.4K 0.01%
300
414
$25.3K 0.01%
450
415
$24.7K 0.01%
778
-943
416
$24.7K 0.01%
277
+2
417
$24.5K 0.01%
200
418
$23.9K 0.01%
760
419
$23.3K 0.01%
104
-185
420
$22.4K 0.01%
595
-739
421
$22K 0.01%
275
-431
422
$21.3K 0.01%
527
423
$21.3K 0.01%
207
424
$21.2K 0.01%
100
425
$19.9K 0.01%
547
15 16
17
18 19