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
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.24M
3 +$930K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$884K
5
HSY icon
Hershey
HSY
+$815K

Sector Composition

1 Technology 10.57%
2 Consumer Staples 8.21%
3 Industrials 8.21%
4 Financials 7.86%
5 Healthcare 7.24%