GWP
Gen-Wealth Partners Portfolio holdings
AUM
$259M
1-Year Est. Return
16.45%
1 Year Est. Return
+16.45%
AUM
$240M
AUM Growth
+$6.94M
(+3%)
Holding
678
Top Buys
| 1 | +$2.08M | |
| 2 | +$1.29M | |
| 3 | +$1.28M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$878K |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$806K |
Top Sells
| 1 | +$2.43M | |
| 2 | +$1.01M | |
| 3 | +$770K | |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$473K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$409K |
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Consumer Staples | 9.53% |
| 3 | Industrials | 8.16% |
| 4 | Financials | 8.13% |
| 5 | Healthcare | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-117
|
|
||
677
DXC Technology
DXC
$2.3B
| – | – |
-162
|
|
||
678
Vaalco Energy
EGY
$387M
| – | – |
-575
|
|