We are live on ! Find out more
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
26
$2.15M 0.72%
13,825
+1,704
27
$2.1M 0.71%
31,733
+2,856
28
$2.08M 0.7%
6,020
+395
29
$2.07M 0.7%
17,099
+802
30
$2.03M 0.69%
5,945
+1,063
31
$2M 0.68%
2,517
+86
32
$1.99M 0.67%
4,907
+395
33
$1.94M 0.66%
9,775
+3,236
34
$1.93M 0.65%
43,991
+9,705
35
$1.92M 0.65%
17,987
-4,013
36
$1.88M 0.64%
16,544
-17,290
37
$1.87M 0.63%
22,315
+4,513
38
$1.86M 0.63%
79,047
+4,325
39
$1.84M 0.62%
26,834
+1,815
40
$1.83M 0.62%
5,510
+583
41
$1.79M 0.6%
+25,419
42
$1.77M 0.6%
5,135
+1,567
43
$1.66M 0.56%
14,530
+1,788
44
$1.65M 0.56%
35,486
+2,634
45
$1.61M 0.55%
5,782
+489
46
$1.59M 0.54%
7,356
-221
47
$1.53M 0.52%
21,943
+316
48
$1.45M 0.49%
6,101
+1,576
49
$1.45M 0.49%
4,926
-329
50
$1.42M 0.48%
10,119
-58
1
2
3 4 5