GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$18K 0.01%
+331
427
$17.7K 0.01%
+98
428
$17.6K 0.01%
+273
429
$17.2K 0.01%
+287
430
$16.4K 0.01%
+580
431
$16.2K 0.01%
+277
432
$16.2K 0.01%
+2,115
433
$16K 0.01%
+209
434
$15.5K 0.01%
+1,114
435
$15.5K 0.01%
+89
436
$15.2K 0.01%
+233
437
$14.1K 0.01%
+217
438
$13.8K 0.01%
+110
439
$13.2K 0.01%
+257
440
$13.1K 0.01%
+38
441
$12.5K 0.01%
+1,280
442
$12.5K 0.01%
+95
443
$12.3K 0.01%
+70
444
$12.2K 0.01%
+207
445
$12K 0.01%
+2,500
446
$11.9K 0.01%
+280
447
$11.8K 0.01%
+600
448
$11.6K 0.01%
+2,185
449
$11.4K 0.01%
+850
450
$11K 0.01%
+588