GWP

Gen-Wealth Partners Portfolio holdings

AUM $296M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.01M
3 +$770K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$473K
5
EFV icon
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
-835
677
-135
678
$0 ﹤0.01%
100