GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.11K ﹤0.01%
15
577
$2.05K ﹤0.01%
10
578
$2.04K ﹤0.01%
+40
579
$2.01K ﹤0.01%
158
580
$1.84K ﹤0.01%
38
581
$1.83K ﹤0.01%
10
582
$1.79K ﹤0.01%
182
+100
583
$1.75K ﹤0.01%
66
584
$1.69K ﹤0.01%
25
585
$1.68K ﹤0.01%
40
586
$1.68K ﹤0.01%
38
587
$1.61K ﹤0.01%
17
-16
588
$1.6K ﹤0.01%
48
-41
589
$1.59K ﹤0.01%
16
590
$1.57K ﹤0.01%
100
591
$1.55K ﹤0.01%
24
592
$1.52K ﹤0.01%
10
593
$1.41K ﹤0.01%
109
594
$1.35K ﹤0.01%
+10
595
$1.32K ﹤0.01%
20
596
$1.18K ﹤0.01%
168
+61
597
$1.18K ﹤0.01%
7
598
$1.17K ﹤0.01%
85
599
$998 ﹤0.01%
+208
600
$967 ﹤0.01%
30
22 23
24
25 26