GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7.32K ﹤0.01%
+168
477
$7.25K ﹤0.01%
+180
478
$7.15K ﹤0.01%
+117
479
$7.07K ﹤0.01%
+55
480
$6.86K ﹤0.01%
+455
481
$6.68K ﹤0.01%
+929
482
$6.66K ﹤0.01%
+395
483
$6.36K ﹤0.01%
+400
484
$6.15K ﹤0.01%
+575
485
$6.13K ﹤0.01%
+1,000
486
$5.99K ﹤0.01%
+75
487
$5.91K ﹤0.01%
+508
488
$5.89K ﹤0.01%
+595
489
$5.87K ﹤0.01%
+252
490
$5.79K ﹤0.01%
+180
491
$5.77K ﹤0.01%
+200
492
$5.51K ﹤0.01%
+254
493
$5.47K ﹤0.01%
+500
494
$5.37K ﹤0.01%
+81
495
$5.35K ﹤0.01%
+48
496
$5.19K ﹤0.01%
+255
497
$5.16K ﹤0.01%
+88
498
$5.08K ﹤0.01%
+250
499
$5.07K ﹤0.01%
+200
500
$4.98K ﹤0.01%
+145