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
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$602 ﹤0.01%
+216
602
$595 ﹤0.01%
+18
603
$583 ﹤0.01%
+4
604
$517 ﹤0.01%
+12
605
$513 ﹤0.01%
+34
606
$488 ﹤0.01%
+21
607
$483 ﹤0.01%
+43
608
$403 ﹤0.01%
+15
609
$393 ﹤0.01%
+53
610
$359 ﹤0.01%
+16
611
$348 ﹤0.01%
+130
612
$305 ﹤0.01%
+135
613
$304 ﹤0.01%
+6
614
$302 ﹤0.01%
+68
615
$297 ﹤0.01%
+19
616
$271 ﹤0.01%
+23
617
$268 ﹤0.01%
+6
618
$263 ﹤0.01%
+70
619
$246 ﹤0.01%
+8
620
$239 ﹤0.01%
+100
621
$190 ﹤0.01%
+5
622
$183 ﹤0.01%
+61
623
$114 ﹤0.01%
+4
624
$99 ﹤0.01%
+10
625
$99 ﹤0.01%
+4