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
526
$6.44K ﹤0.01%
200
527
$6.36K ﹤0.01%
24
528
$6.18K ﹤0.01%
575
529
$6.17K ﹤0.01%
1,278
530
$6.05K ﹤0.01%
81
531
$5.92K ﹤0.01%
35
532
$5.88K ﹤0.01%
117
-100
533
$5.72K ﹤0.01%
595
534
$5.52K ﹤0.01%
495
-13
535
$5.4K ﹤0.01%
178
-23
536
$5.39K ﹤0.01%
62
+5
537
$5.35K ﹤0.01%
40
538
$5.23K ﹤0.01%
+25
539
$5.14K ﹤0.01%
500
540
$5.14K ﹤0.01%
10
541
$5.12K ﹤0.01%
520
+286
542
$5.1K ﹤0.01%
109
+1
543
$5.07K ﹤0.01%
45
544
$5.04K ﹤0.01%
65
545
$4.92K ﹤0.01%
+759
546
$4.9K ﹤0.01%
+18
547
$4.86K ﹤0.01%
1,000
-1,500
548
$4.74K ﹤0.01%
235
549
$4.69K ﹤0.01%
100
-100
550
$4.67K ﹤0.01%
90
20 21
22
23 24