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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
451
$23.6K 0.01%
100
-1,265
452
$23.5K 0.01%
535
453
$23.1K 0.01%
2,355
454
$23K 0.01%
95
+85
455
$23K 0.01%
547
456
$22.9K 0.01%
700
-1,000
457
$22.8K 0.01%
381
458
$22.3K 0.01%
576
459
$22.1K 0.01%
211
+136
460
$22.1K 0.01%
229
-39
461
$21.9K 0.01%
3,600
-1,635
462
$21.3K 0.01%
192
-37
463
$21.1K 0.01%
500
464
$20.4K 0.01%
209
+4
465
$20.4K 0.01%
96
466
$20.1K 0.01%
431
-40
467
$19.9K 0.01%
347
468
$19.7K 0.01%
+40
469
$19.7K 0.01%
236
+19
470
$18.9K 0.01%
280
471
$18.5K 0.01%
+1,022
472
$18.4K 0.01%
100
473
$18.1K 0.01%
+253
474
$17.7K 0.01%
87
475
$17.6K 0.01%
282
+188
17 18
19
20 21