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
451
$10.9K 0.01%
+275
452
$10.7K 0.01%
+901
453
$10.6K 0.01%
+380
454
$10.6K 0.01%
+158
455
$10.3K 0.01%
+78
456
$9.78K ﹤0.01%
+589
457
$9.75K ﹤0.01%
+150
458
$9.49K ﹤0.01%
+130
459
$9.44K ﹤0.01%
+659
460
$9.39K ﹤0.01%
+709
461
$9.3K ﹤0.01%
+372
462
$9.14K ﹤0.01%
+260
463
$9.11K ﹤0.01%
+15
464
$9.09K ﹤0.01%
+217
465
$8.94K ﹤0.01%
+155
466
$8.88K ﹤0.01%
+57
467
$8.62K ﹤0.01%
+194
468
$8.41K ﹤0.01%
+100
469
$8.33K ﹤0.01%
+40
470
$8.2K ﹤0.01%
+46
471
$8.15K ﹤0.01%
+2,500
472
$7.83K ﹤0.01%
+201
473
$7.8K ﹤0.01%
+200
474
$7.63K ﹤0.01%
+109
475
$7.35K ﹤0.01%
+333