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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
501
$12.7K ﹤0.01%
57
502
$12.6K ﹤0.01%
158
503
$12.5K ﹤0.01%
272
504
$12.4K ﹤0.01%
200
505
$12.4K ﹤0.01%
100
506
$12.3K ﹤0.01%
815
+168
507
$12.2K ﹤0.01%
88
508
$12.2K ﹤0.01%
+200
509
$11.8K ﹤0.01%
130
510
$11.8K ﹤0.01%
168
511
$11.6K ﹤0.01%
12
512
$11.6K ﹤0.01%
372
513
$11.4K ﹤0.01%
62
514
$11.3K ﹤0.01%
80
515
$11.1K ﹤0.01%
910
516
$11.1K ﹤0.01%
260
517
$10.6K ﹤0.01%
+200
518
$10.5K ﹤0.01%
30
519
$9.91K ﹤0.01%
147
520
$9.87K ﹤0.01%
659
521
$9.28K ﹤0.01%
200
522
$9.17K ﹤0.01%
250
523
$8.76K ﹤0.01%
700
524
$8.66K ﹤0.01%
183
525
$8.66K ﹤0.01%
709