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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
51
$1.37M 0.46%
29,295
-7,653
52
$1.31M 0.44%
4,658
-2,045
53
$1.29M 0.44%
3,625
+2,734
54
$1.29M 0.44%
1,392
+258
55
$1.27M 0.43%
+16,963
56
$1.27M 0.43%
5,223
+1,470
57
$1.27M 0.43%
13,337
+360
58
$1.26M 0.43%
14,371
-374
59
$1.23M 0.41%
18,312
+125
60
$1.15M 0.39%
3,456
+274
61
$1.1M 0.37%
1,954
-76
62
$1.09M 0.37%
1,486
+40
63
$1.07M 0.36%
5,185
+507
64
$1.07M 0.36%
18,142
+266
65
$1.05M 0.36%
1,751
+17
66
$1.03M 0.35%
3,470
+2,204
67
$1.03M 0.35%
3,301
-327
68
$999K 0.34%
10,231
+8,326
69
$990K 0.33%
3,456
+234
70
$988K 0.33%
4,266
+747
71
$983K 0.33%
1,732
+32
72
$970K 0.33%
14,405
-1,569
73
$969K 0.33%
5,110
74
$955K 0.32%
223
-32
75
$951K 0.32%
16,725
-2,332
1 2
3
4 5