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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
476
$17.6K 0.01%
455
477
$17.6K 0.01%
400
478
$16.7K 0.01%
400
479
$16.7K 0.01%
+182
480
$16.7K 0.01%
277
481
$16.5K 0.01%
200
482
$16.3K 0.01%
3,009
483
$16.3K 0.01%
51
484
$16.3K 0.01%
1,500
485
$16.1K 0.01%
91
486
$15.9K 0.01%
600
-81
487
$15.4K 0.01%
160
-1,645
488
$15.2K 0.01%
+492
489
$15.1K 0.01%
400
+16
490
$14.9K 0.01%
326
491
$14.3K ﹤0.01%
1,090
-62
492
$14.3K ﹤0.01%
301
493
$14K ﹤0.01%
254
494
$13.8K ﹤0.01%
280
+255
495
$13.5K ﹤0.01%
850
496
$13.1K ﹤0.01%
+251
497
$13.1K ﹤0.01%
275
498
$13K ﹤0.01%
2,185
499
$12.9K ﹤0.01%
+533
500
$12.7K ﹤0.01%
201
18 19
20
21 22