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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
651
$542 ﹤0.01%
21
652
$540 ﹤0.01%
15
653
$515 ﹤0.01%
6
654
$510 ﹤0.01%
75
655
$506 ﹤0.01%
10
656
$461 ﹤0.01%
23
657
$450 ﹤0.01%
+5,775
658
$449 ﹤0.01%
10
659
$437 ﹤0.01%
18
660
$434 ﹤0.01%
+50
661
$430 ﹤0.01%
100
662
$392 ﹤0.01%
2
663
$384 ﹤0.01%
25
664
$345 ﹤0.01%
130
665
$339 ﹤0.01%
216
666
$337 ﹤0.01%
4
667
$331 ﹤0.01%
32
668
$322 ﹤0.01%
2
669
$317 ﹤0.01%
136
670
$306 ﹤0.01%
12
671
$263 ﹤0.01%
34
672
$245 ﹤0.01%
19
673
$195 ﹤0.01%
86
674
$184 ﹤0.01%
53
675
$184 ﹤0.01%
7
25 26
27
28 29