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
501
$9.53K ﹤0.01%
100
502
$9.5K ﹤0.01%
155
-82
503
$9.21K ﹤0.01%
1,380
+1,088
504
$9.18K ﹤0.01%
80
505
$9.1K ﹤0.01%
+74
506
$8.7K ﹤0.01%
450
507
$8.59K ﹤0.01%
184
-10
508
$8.54K ﹤0.01%
500
+200
509
$8.04K ﹤0.01%
100
510
$8K ﹤0.01%
+30
511
$7.92K ﹤0.01%
692
512
$7.73K ﹤0.01%
30
-40
513
$7.71K ﹤0.01%
+256
514
$7.61K ﹤0.01%
109
515
$7.44K ﹤0.01%
929
516
$7.39K ﹤0.01%
987
+702
517
$7.31K ﹤0.01%
55
518
$7.27K ﹤0.01%
+436
519
$7.25K ﹤0.01%
2,296
520
$7.17K ﹤0.01%
395
521
$6.67K ﹤0.01%
56
+4
522
$6.65K ﹤0.01%
300
523
$6.59K ﹤0.01%
250
524
$6.49K ﹤0.01%
60
525
$6.45K ﹤0.01%
+151
19 20
21
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