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
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20.9K 0.01%
547
427
$20K 0.01%
1,200
428
$19K 0.01%
380
429
$18.7K 0.01%
1,280
430
$17.8K 0.01%
459
431
$17.4K 0.01%
273
432
$17.3K 0.01%
89
433
$17.2K 0.01%
3,009
-1,861
434
$17.1K 0.01%
500
-445
435
$17K 0.01%
3,500
+1,000
436
$17K 0.01%
+1,653
437
$16.8K 0.01%
608
438
$16.6K 0.01%
580
439
$16.3K 0.01%
287
440
$15.9K 0.01%
2,115
441
$15.9K 0.01%
98
442
$15.8K 0.01%
203
443
$15.5K 0.01%
277
444
$15.5K 0.01%
1,114
445
$14.2K 0.01%
38
446
$14.1K 0.01%
+2,296
447
$14K 0.01%
910
448
$13.9K 0.01%
331
449
$13.9K 0.01%
70
450
$13.7K 0.01%
217
16 17
18
19 20