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
551
$4.66K ﹤0.01%
17
552
$4.64K ﹤0.01%
190
553
$4.58K ﹤0.01%
+71
554
$4.54K ﹤0.01%
382
+41
555
$4.51K ﹤0.01%
+400
556
$4.46K ﹤0.01%
30
-68
557
$4.33K ﹤0.01%
100
558
$4.24K ﹤0.01%
700
559
$4.09K ﹤0.01%
417
560
$4.05K ﹤0.01%
14
561
$4.05K ﹤0.01%
82
562
$4.03K ﹤0.01%
270
563
$3.98K ﹤0.01%
30
564
$3.94K ﹤0.01%
+46
565
$3.78K ﹤0.01%
250
566
$3.77K ﹤0.01%
426
567
$3.71K ﹤0.01%
1,042
568
$3.7K ﹤0.01%
25
569
$3.67K ﹤0.01%
57
+17
570
$3.65K ﹤0.01%
45
571
$3.64K ﹤0.01%
+145
572
$3.44K ﹤0.01%
500
573
$3.42K ﹤0.01%
5
574
$3.37K ﹤0.01%
162
575
$3.33K ﹤0.01%
90
21 22
23
24 25