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
451
$13.3K 0.01%
110
452
$12.7K 0.01%
237
453
$12.7K 0.01%
207
454
$12.6K 0.01%
330
-2,600
455
$12.4K 0.01%
95
456
$11.9K 0.01%
850
457
$11.8K 0.01%
280
458
$11.4K 0.01%
600
459
$11.2K 0.01%
2,185
460
$11.1K 0.01%
257
461
$10.8K 0.01%
+286
462
$10.6K 0.01%
158
463
$10.5K 0.01%
380
464
$10.2K ﹤0.01%
275
465
$10.2K ﹤0.01%
709
466
$9.9K ﹤0.01%
372
467
$9.83K ﹤0.01%
659
468
$9.82K ﹤0.01%
+4,444
469
$9.78K ﹤0.01%
57
470
$9.73K ﹤0.01%
+128
471
$9.66K ﹤0.01%
287
-213
472
$9.5K ﹤0.01%
+100
473
$9.37K ﹤0.01%
130
474
$9.21K ﹤0.01%
78
475
$9.05K ﹤0.01%
80
17 18
19
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