We are live on ! Find out more
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
626
$1.22K ﹤0.01%
38
627
$1.14K ﹤0.01%
20
628
$1.13K ﹤0.01%
14
629
$1.11K ﹤0.01%
21
630
$1.09K ﹤0.01%
7
631
$1.04K ﹤0.01%
16
632
$995 ﹤0.01%
85
633
$958 ﹤0.01%
4
634
$798 ﹤0.01%
45
-1
635
$781 ﹤0.01%
30
636
$762 ﹤0.01%
5
637
$762 ﹤0.01%
15
638
$718 ﹤0.01%
40
639
$712 ﹤0.01%
5
640
$668 ﹤0.01%
16
641
$668 ﹤0.01%
30
642
$662 ﹤0.01%
5
643
$658 ﹤0.01%
+10
644
$646 ﹤0.01%
25
645
$614 ﹤0.01%
10
646
$601 ﹤0.01%
3
647
$581 ﹤0.01%
8
648
$570 ﹤0.01%
6
649
$566 ﹤0.01%
16
650
$548 ﹤0.01%
235
24 25
26
27 28