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
426
$26.7K 0.01%
1,626
-383
427
$26.4K 0.01%
+155
428
$26.4K 0.01%
+275
429
$26.3K 0.01%
300
430
$25.9K 0.01%
299
-147
431
$25.7K 0.01%
200
432
$25K 0.01%
760
433
$23.7K 0.01%
3,500
434
$23K 0.01%
+100
435
$22.6K 0.01%
+197
436
$21.9K 0.01%
+146
437
$21.3K 0.01%
500
438
$20.9K 0.01%
+80
439
$20.7K 0.01%
+527
440
$20.5K 0.01%
380
441
$19.8K 0.01%
+347
442
$19.5K 0.01%
324
-113
443
$19.5K 0.01%
+200
444
$19.4K 0.01%
983
-4,592
445
$18.9K 0.01%
+400
446
$18.9K 0.01%
+196
447
$18.8K 0.01%
+400
448
$18.7K 0.01%
3,009
449
$18.6K 0.01%
547
450
$18.5K 0.01%
89
16 17
18
19 20