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
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.24M
3 +$930K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$884K
5
HSY icon
Hershey
HSY
+$815K

Sector Composition

1 Technology 10.57%
2 Consumer Staples 8.21%
3 Industrials 8.21%
4 Financials 7.86%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NMAX
551
Newsmax Inc
NMAX
$1.02B
$2.57K ﹤0.01%
170
+126
MNDY icon
552
monday.com
MNDY
$8.28B
$2.52K ﹤0.01%
8
HLF icon
553
Herbalife
HLF
$954M
$2.29K ﹤0.01%
266
ESLT icon
554
Elbit Systems
ESLT
$21.9B
$2.25K ﹤0.01%
+5
SNOW icon
555
Snowflake
SNOW
$87.1B
$2.24K ﹤0.01%
10
CCJ icon
556
Cameco
CCJ
$36.9B
$2.23K ﹤0.01%
30
FCX icon
557
Freeport-McMoran
FCX
$57.7B
$2.17K ﹤0.01%
50
SOUN icon
558
SoundHound AI
SOUN
$5.11B
$2.15K ﹤0.01%
200
JOBY icon
559
Joby Aviation
JOBY
$13.1B
$2.11K ﹤0.01%
200
LAND
560
Gladstone Land Corp
LAND
$358M
$2.03K ﹤0.01%
200
FLS icon
561
Flowserve
FLS
$8.54B
$2K ﹤0.01%
38
DHI icon
562
D.R. Horton
DHI
$41.9B
$1.93K ﹤0.01%
15
CAN
563
Canaan Creative
CAN
$418M
$1.85K ﹤0.01%
3,000
AAL icon
564
American Airlines Group
AAL
$8.42B
$1.85K ﹤0.01%
165
GOOG icon
565
Alphabet (Google) Class C
GOOG
$3.34T
$1.77K ﹤0.01%
10
TPR icon
566
Tapestry
TPR
$20.8B
$1.76K ﹤0.01%
+20
COIN icon
567
Coinbase
COIN
$76.6B
$1.75K ﹤0.01%
5
TOL icon
568
Toll Brothers
TOL
$12.6B
$1.71K ﹤0.01%
+15
XYZ
569
Block Inc
XYZ
$36.8B
$1.63K ﹤0.01%
24
KDP icon
570
Keurig Dr Pepper
KDP
$36.9B
$1.59K ﹤0.01%
48
BAH icon
571
Booz Allen Hamilton
BAH
$10.1B
$1.56K ﹤0.01%
+15
MRVL icon
572
Marvell Technology
MRVL
$74.5B
$1.55K ﹤0.01%
+20
WBD icon
573
Warner Bros
WBD
$57.1B
$1.55K ﹤0.01%
135
FTS icon
574
Fortis
FTS
$26.4B
$1.53K ﹤0.01%
32
RDDT icon
575
Reddit
RDDT
$36.6B
$1.51K ﹤0.01%
10