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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
601
$2.52K ﹤0.01%
30
602
$2.3K ﹤0.01%
10
603
$2.26K ﹤0.01%
20
604
$2.26K ﹤0.01%
10
605
$2.25K ﹤0.01%
266
606
$2.14K ﹤0.01%
190
+25
607
$2.11K ﹤0.01%
170
608
$2.07K ﹤0.01%
15
609
$1.96K ﹤0.01%
50
610
$1.84K ﹤0.01%
107
611
$1.83K ﹤0.01%
200
612
$1.75K ﹤0.01%
95
-300
613
$1.7K ﹤0.01%
87
-48
614
$1.68K ﹤0.01%
20
615
$1.67K ﹤0.01%
10
616
$1.62K ﹤0.01%
32
617
$1.55K ﹤0.01%
8
618
$1.5K ﹤0.01%
15
619
$1.41K ﹤0.01%
+500
620
$1.38K ﹤0.01%
+60
621
$1.37K ﹤0.01%
77
622
$1.32K ﹤0.01%
15
623
$1.24K ﹤0.01%
50
624
$1.23K ﹤0.01%
100
625
$1.22K ﹤0.01%
48
23 24
25
26 27