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

Top Buys

1 +$3.27M
2 +$2.35M
3 +$1.95M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.79M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.29M

Top Sells

1 +$2.53M
2 +$1.97M
3 +$1.53M
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
CCJ icon
601
Cameco
CCJ
$37.8B
$2.52K ﹤0.01%
30
RDDT icon
602
Reddit
RDDT
$42.3B
$2.3K ﹤0.01%
10
TPR icon
603
Tapestry
TPR
$22.8B
$2.26K ﹤0.01%
20
SNOW icon
604
Snowflake
SNOW
$88.3B
$2.26K ﹤0.01%
10
HLF icon
605
Herbalife
HLF
$1.31B
$2.25K ﹤0.01%
266
AAL icon
606
American Airlines Group
AAL
$9.56B
$2.14K ﹤0.01%
190
+25
NMAX
607
Newsmax Inc
NMAX
$1.06B
$2.11K ﹤0.01%
170
TOL icon
608
Toll Brothers
TOL
$13.6B
$2.07K ﹤0.01%
15
FCX icon
609
Freeport-McMoran
FCX
$63.5B
$1.96K ﹤0.01%
50
SCS icon
610
Steelcase
SCS
$1.89B
$1.84K ﹤0.01%
107
LAND
611
Gladstone Land Corp
LAND
$343M
$1.83K ﹤0.01%
200
HQH
612
abrdn Healthcare Investors
HQH
$1.01B
$1.75K ﹤0.01%
95
-300
WBD icon
613
Warner Bros
WBD
$60.5B
$1.7K ﹤0.01%
87
-48
MRVL icon
614
Marvell Technology
MRVL
$85.3B
$1.68K ﹤0.01%
20
FTAI icon
615
FTAI Aviation
FTAI
$17B
$1.67K ﹤0.01%
10
FTS icon
616
Fortis
FTS
$26.1B
$1.62K ﹤0.01%
32
MNDY icon
617
monday.com
MNDY
$7.72B
$1.55K ﹤0.01%
8
BAH icon
618
Booz Allen Hamilton
BAH
$9.88B
$1.5K ﹤0.01%
15
BITF
619
Bitfarms
BITF
$1.79B
$1.41K ﹤0.01%
+500
APLD icon
620
Applied Digital
APLD
$7.7B
$1.38K ﹤0.01%
+60
MDU icon
621
MDU Resources
MDU
$4.2B
$1.37K ﹤0.01%
77
EL icon
622
Estee Lauder
EL
$36.6B
$1.32K ﹤0.01%
15
QBTS icon
623
D-Wave Quantum
QBTS
$8.17B
$1.24K ﹤0.01%
50
QS icon
624
QuantumScape
QS
$7.28B
$1.23K ﹤0.01%
100
KDP icon
625
Keurig Dr Pepper
KDP
$38.2B
$1.22K ﹤0.01%
48