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
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.04K ﹤0.01%
455
477
$9.01K ﹤0.01%
326
478
$8.95K ﹤0.01%
260
479
$8.88K ﹤0.01%
100
480
$8.77K ﹤0.01%
194
481
$8.63K ﹤0.01%
588
482
$8.63K ﹤0.01%
200
483
$8.61K ﹤0.01%
168
484
$8.58K ﹤0.01%
450
+200
485
$8.54K ﹤0.01%
201
486
$8.4K ﹤0.01%
2,500
487
$8.32K ﹤0.01%
1,000
488
$8.31K ﹤0.01%
117
489
$7.83K ﹤0.01%
+692
490
$7.71K ﹤0.01%
46
491
$7.42K ﹤0.01%
+200
492
$7.36K ﹤0.01%
292
+40
493
$7.13K ﹤0.01%
109
494
$7.06K ﹤0.01%
589
495
$6.94K ﹤0.01%
929
496
$6.9K ﹤0.01%
395
497
$6.67K ﹤0.01%
30
+20
498
$6.62K ﹤0.01%
55
499
$6.16K ﹤0.01%
575
500
$5.97K ﹤0.01%
285
+30
18 19
20
21 22