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
576
$3.28K ﹤0.01%
26
-20
577
$3.28K ﹤0.01%
68
578
$3.21K ﹤0.01%
245
579
$3.21K ﹤0.01%
80
580
$3.17K ﹤0.01%
40
581
$3.14K ﹤0.01%
50
582
$3.08K ﹤0.01%
575
+555
583
$3.02K ﹤0.01%
170
584
$2.96K ﹤0.01%
158
585
$2.86K ﹤0.01%
+100
586
$2.85K ﹤0.01%
50
-5
587
$2.83K ﹤0.01%
168
588
$2.69K ﹤0.01%
+80
589
$2.67K ﹤0.01%
200
590
$2.62K ﹤0.01%
100
591
$2.54K ﹤0.01%
15
592
$2.36K ﹤0.01%
39
-49
593
$2.35K ﹤0.01%
254
594
$2.3K ﹤0.01%
165
-100
595
$2.3K ﹤0.01%
50
596
$2.28K ﹤0.01%
208
597
$2.25K ﹤0.01%
25
598
$2.14K ﹤0.01%
1,000
599
$2.12K ﹤0.01%
10
-20
600
$2.01K ﹤0.01%
10
22 23
24
25 26