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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
426
$33.3K 0.01%
168
-32
427
$33.3K 0.01%
1,041
428
$33.1K 0.01%
541
429
$31.4K 0.01%
588
430
$31.1K 0.01%
1,100
431
$30.3K 0.01%
395
432
$29.9K 0.01%
+295
433
$29.4K 0.01%
360
434
$28K 0.01%
1,643
435
$27.8K 0.01%
2,575
436
$27.6K 0.01%
84
437
$27.6K 0.01%
236
438
$27K 0.01%
295
+6
439
$26.9K 0.01%
300
440
$26.8K 0.01%
+832
441
$26.7K 0.01%
284
442
$26.1K 0.01%
1,290
443
$26K 0.01%
196
444
$25.8K 0.01%
225
445
$24.8K 0.01%
276
446
$24.6K 0.01%
300
-455
447
$24.6K 0.01%
585
448
$24.6K 0.01%
100
449
$24.1K 0.01%
398
-71
450
$23.7K 0.01%
453
16 17
18
19 20