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
$207M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.68M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$917K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$550K

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.25M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$681K

Sector Composition

1 Industrials 9.8%
2 Technology 9.25%
3 Consumer Staples 8.53%
4 Financials 7.36%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$949K 0.46%
9,779
+630
52
$917K 0.44%
7,968
+220
53
$907K 0.44%
3,799
+720
54
$902K 0.44%
5,469
+525
55
$898K 0.43%
8,658
+1,074
56
$842K 0.41%
11,867
+1,803
57
$817K 0.39%
5,724
+1,100
58
$811K 0.39%
3,409
+319
59
$797K 0.39%
3,930
+456
60
$782K 0.38%
5,731
+875
61
$780K 0.38%
4,280
-98
62
$733K 0.35%
7,051
+412
63
$728K 0.35%
4,244
+321
64
$727K 0.35%
5,829
+750
65
$727K 0.35%
1,290
+156
66
$718K 0.35%
1,637
+220
67
$697K 0.34%
2,401
+66
68
$697K 0.34%
772
+59
69
$694K 0.34%
4,918
+434
70
$680K 0.33%
2,911
+504
71
$676K 0.33%
2,265
+241
72
$661K 0.32%
21,030
+15,090
73
$660K 0.32%
2,787
+394
74
$659K 0.32%
21,625
+1,722
75
$634K 0.31%
8,960
-1,397
1 2
3
4 5