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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
$296M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.17M
3
+$1.88M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.22M

Top Sells

1
+$2.37M
2
+$1.93M
3
+$1.49M
4
FISV
Fiserv Inc
FISV
+$914K
5
FICO icon
Fair Isaac
FICO
+$880K

Sector Composition

1 Technology 9.27%
2 Industrials 7.86%
3 Healthcare 7.75%
4 Financials 7.35%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.4K ﹤0.01%
759
577
$4.38K ﹤0.01%
240
578
$4.32K ﹤0.01%
110
579
$4.12K ﹤0.01%
240
580
$4.03K ﹤0.01%
426
581
$3.97K ﹤0.01%
25
-695
582
$3.88K ﹤0.01%
90
583
$3.64K ﹤0.01%
43
584
$3.55K ﹤0.01%
34
585
$3.52K ﹤0.01%
429
-500
586
$3.48K ﹤0.01%
25
587
$3.23K ﹤0.01%
200
588
$3.23K ﹤0.01%
80
589
$3.22K ﹤0.01%
200
590
$3.19K ﹤0.01%
250
591
$3.13K ﹤0.01%
80
592
$2.98K ﹤0.01%
100
593
$2.96K ﹤0.01%
+21
594
$2.89K ﹤0.01%
100
595
$2.8K ﹤0.01%
+9
596
$2.78K ﹤0.01%
39
597
$2.67K ﹤0.01%
+400
598
$2.65K ﹤0.01%
3,000
599
$2.58K ﹤0.01%
25
600
$2.54K ﹤0.01%
15
22 23
24
25 26