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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
$312M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$117M
3
+$93.6M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.7M
5
BND icon
Vanguard Total Bond Market
BND
+$11.4M

Top Sells

1
+$3.22M
2
+$855K
3
+$731K
4
PEP icon
PepsiCo
PEP
+$552K
5
KEY icon
KeyCorp
KEY
+$537K

Sector Composition

1 Technology 8.69%
2 Industrials 7.47%
3 Financials 7.05%
4 Healthcare 6.74%
5 Consumer Staples 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXO icon
526
GXO Logistics
GXO
$5.86B
$10.5K ﹤0.01%
200
AES icon
527
AES
AES
$10.5B
$10.1K ﹤0.01%
701
-389
LNT icon
528
Alliant Energy
LNT
$19.7B
$9.56K ﹤0.01%
147
SOXX icon
529
iShares Semiconductor ETF
SOXX
$45.6B
$9.15K ﹤0.01%
30
GOF icon
530
Guggenheim Strategic Opportunities Fund
GOF
$2.25B
$8.49K ﹤0.01%
659
SYM icon
531
Symbotic
SYM
$5.19B
$8.33K ﹤0.01%
140
+58
TNXP icon
532
Tonix Pharmaceuticals
TNXP
$191M
$8.32K ﹤0.01%
533
PCG icon
533
PG&E
PCG
$37.6B
$8.28K ﹤0.01%
515
-300
SCHG icon
534
Schwab US Large-Cap Growth ETF
SCHG
$56.9B
$8.22K ﹤0.01%
252
+3
UTL icon
535
Unitil
UTL
$943M
$8.14K ﹤0.01%
168
IRT icon
536
Independence Realty Trust
IRT
$3.95B
$8.08K ﹤0.01%
462
+4
IP icon
537
International Paper
IP
$20.7B
$7.88K ﹤0.01%
200
VO icon
538
Vanguard Mid-Cap ETF
VO
$105B
$7.84K ﹤0.01%
108
EVRG icon
539
Evergy
EVRG
$20B
$7.76K ﹤0.01%
107
IBB icon
540
iShares Biotechnology ETF
IBB
$8.58B
$7.63K ﹤0.01%
45
OXY icon
541
Occidental Petroleum
OXY
$50.9B
$7.54K ﹤0.01%
183
SOBO
542
South Bow Corp
SOBO
$7.63B
$7.53K ﹤0.01%
274
OGE icon
543
OGE Energy
OGE
$10.1B
$7.47K ﹤0.01%
175
+12
IYG icon
544
iShares US Financial Services ETF
IYG
$1.97B
$7.47K ﹤0.01%
81
AWK icon
545
American Water Works
AWK
$25.4B
$7.44K ﹤0.01%
57
-31
CVE icon
546
Cenovus Energy
CVE
$46B
$7.38K ﹤0.01%
436
BVN icon
547
Compañía de Minas Buenaventura
BVN
$7.79B
$7.24K ﹤0.01%
+260
FE icon
548
FirstEnergy
FE
$27.8B
$7.21K ﹤0.01%
161
-111
VT icon
549
Vanguard Total World Stock ETF
VT
$74.5B
$7.16K ﹤0.01%
51
+3
CME icon
550
CME Group
CME
$81.3B
$7.1K ﹤0.01%
26
20 21
22
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