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
476
$12K 0.01%
280
477
$12K 0.01%
910
478
$11.9K 0.01%
2,185
479
$11.9K 0.01%
742
-372
480
$11.7K 0.01%
326
481
$11.4K 0.01%
275
482
$11.3K ﹤0.01%
380
483
$11.2K ﹤0.01%
168
484
$11.1K ﹤0.01%
372
485
$11.1K ﹤0.01%
455
486
$10.7K ﹤0.01%
588
487
$10.7K ﹤0.01%
158
488
$10.7K ﹤0.01%
709
489
$10.6K ﹤0.01%
+386
490
$10.6K ﹤0.01%
201
491
$10.3K ﹤0.01%
659
492
$10.2K ﹤0.01%
57
493
$10.2K ﹤0.01%
295
+150
494
$10.1K ﹤0.01%
130
495
$10K ﹤0.01%
+48
496
$9.81K ﹤0.01%
+29
497
$9.81K ﹤0.01%
200
498
$9.74K ﹤0.01%
+168
499
$9.61K ﹤0.01%
286
500
$9.53K ﹤0.01%
260