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GWP

Gen-Wealth Partners Portfolio holdings

AUM $317M
1-Year Est. Return 17.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.17M
3
+$1.88M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.22M

Top Sells

1
+$2.37M
2
+$1.93M
3
+$1.49M
4
FISV
Fiserv Inc
FISV
+$914K
5
FICO icon
Fair Isaac
FICO
+$880K

Sector Composition

1 Technology 9.27%
2 Industrials 7.86%
3 Healthcare 7.75%
4 Financials 7.35%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$43.3K 0.01%
354
-62
402
$41.9K 0.01%
784
+5
403
$41.1K 0.01%
+167
404
$39.7K 0.01%
580
405
$39.7K 0.01%
130
-40
406
$39.6K 0.01%
600
407
$39K 0.01%
634
408
$38.6K 0.01%
+638
409
$38.4K 0.01%
256
410
$38.3K 0.01%
1,666
+25
411
$38.2K 0.01%
+1,099
412
$37.7K 0.01%
+1,712
413
$37.4K 0.01%
134
+108
414
$37.4K 0.01%
1,588
415
$37.2K 0.01%
921
-66
416
$36.4K 0.01%
186
417
$36.2K 0.01%
500
418
$35.9K 0.01%
747
419
$35.7K 0.01%
779
+265
420
$34.3K 0.01%
436
421
$33.7K 0.01%
400
422
$33.7K 0.01%
241
+2
423
$33.6K 0.01%
247
424
$33.6K 0.01%
800
+300
425
$33.3K 0.01%
820
15 16
17
18 19