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
$233M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.04M
3
+$1.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$430K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$355K

Top Sells

1
+$1.68M
2
+$783K
3
+$774K
4
LRCX icon
Lam Research
LRCX
+$676K
5
SMCI icon
Super Micro Computer
SMCI
+$647K

Sector Composition

1 Technology 10.12%
2 Consumer Staples 9.12%
3 Industrials 8.97%
4 Financials 8%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.7K 0.01%
850
452
$12.6K 0.01%
301
453
$12.5K 0.01%
326
454
$12.1K 0.01%
30
455
$11.9K 0.01%
280
456
$11.8K 0.01%
2,185
457
$11.6K 0.01%
62
-27
458
$11.5K ﹤0.01%
891
-735
459
$11.4K ﹤0.01%
372
460
$11.1K ﹤0.01%
100
461
$11.1K ﹤0.01%
275
462
$10.9K ﹤0.01%
392
-988
463
$10.9K ﹤0.01%
201
464
$10.8K ﹤0.01%
380
465
$10.8K ﹤0.01%
200
466
$10.5K ﹤0.01%
57
467
$10.3K ﹤0.01%
83
-117
468
$10.2K ﹤0.01%
54
-103
469
$10.1K ﹤0.01%
130
470
$10.1K ﹤0.01%
659
471
$10K ﹤0.01%
163
-161
472
$10K ﹤0.01%
158
473
$10K ﹤0.01%
23
-64
474
$9.89K ﹤0.01%
168
475
$9.82K ﹤0.01%
709
17 18
19
20 21