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
26
$1.65M 0.72%
4,213
-117
27
$1.56M 0.68%
10,523
-683
28
$1.52M 0.66%
11,890
-6,738
29
$1.49M 0.65%
5,140
+101
30
$1.44M 0.63%
11,308
+292
31
$1.42M 0.62%
13,241
-99
32
$1.41M 0.62%
18,457
+5,089
33
$1.37M 0.6%
24,629
+638
34
$1.36M 0.59%
3,229
-222
35
$1.36M 0.59%
4,967
-294
36
$1.32M 0.58%
5,278
-128
37
$1.31M 0.57%
4,467
+668
38
$1.3M 0.57%
31,501
-741
39
$1.29M 0.56%
2,461
-238
40
$1.21M 0.53%
11,584
+401
41
$1.17M 0.51%
3,940
+47
42
$1.14M 0.5%
6,871
+1,402
43
$1.11M 0.49%
14,283
+2,416
44
$1.11M 0.48%
1,934
+132
45
$1.1M 0.48%
22,270
+976
46
$1.09M 0.48%
11,473
-1,271
47
$1.09M 0.48%
5,338
+117
48
$1.07M 0.47%
10,606
+1,948
49
$1.04M 0.46%
11,005
+1,226
50
$1.04M 0.45%
11,205
-1,104
1
2
3 4 5