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
451
$18.4K 0.01%
207
452
$17.4K 0.01%
+148
453
$17.4K 0.01%
+6,131
454
$17.2K 0.01%
280
+214
455
$17K 0.01%
195
-8
456
$16.4K 0.01%
277
457
$16.4K 0.01%
2,115
458
$16.2K 0.01%
+1,500
459
$15.7K 0.01%
1,500
+500
460
$15.2K 0.01%
+400
461
$15.1K 0.01%
580
462
$14.7K 0.01%
95
463
$14.4K 0.01%
+300
464
$14.3K 0.01%
+1,653
465
$13.9K 0.01%
330
466
$13.1K 0.01%
993
-1,093
467
$13.1K 0.01%
304
-155
468
$12.8K 0.01%
600
469
$12.8K 0.01%
177
-96
470
$12.8K 0.01%
4,444
471
$12.5K 0.01%
850
472
$12.5K 0.01%
257
473
$12.5K 0.01%
191
-96
474
$12.5K 0.01%
100
475
$12.4K 0.01%
301
-30
17 18
19
20 21