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
601
$2.01K ﹤0.01%
+69
602
$1.81K ﹤0.01%
266
603
$1.76K ﹤0.01%
10
604
$1.76K ﹤0.01%
24
605
$1.6K ﹤0.01%
20
606
$1.58K ﹤0.01%
48
607
$1.47K ﹤0.01%
64
-2
608
$1.37K ﹤0.01%
85
609
$1.37K ﹤0.01%
25
610
$1.36K ﹤0.01%
10
611
$1.32K ﹤0.01%
108
-1
612
$1.32K ﹤0.01%
16
613
$1.24K ﹤0.01%
38
614
$1.19K ﹤0.01%
10
615
$1.17K ﹤0.01%
7
616
$1.06K ﹤0.01%
136
-5,288
617
$1.01K ﹤0.01%
30
618
$998 ﹤0.01%
+200
619
$891 ﹤0.01%
4
620
$886 ﹤0.01%
6
621
$883 ﹤0.01%
12
622
$773 ﹤0.01%
+150
623
$767 ﹤0.01%
16
624
$767 ﹤0.01%
15
625
$763 ﹤0.01%
30
23 24
25
26 27